See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,405 | $171,865-24.1% | $149,718-12.9% | $147,584-11.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.01% | 2113.22%-2101.2pp | 1501.63%-1489.6pp | 578.55%-566.5pp |
| Employer contribution / active EE | $27,633 | $6,275+340.4% | $5,445+407.5% | $4,876+466.7% |
| Participant deferral / active EE | $13,500 | $7,271+85.7% | $6,569+105.5% | $5,439+148.2% |
| Admin fee / account holder | $15,470 | $13,799+12.1% | $11,283+37.1% | $10,885+42.1% |