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 | $151,436 | $150,440+0.7% | $136,294+11.1% | $147,584+2.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.27% | 1049.08%-1019.8pp | 5155.94%-5126.7pp | 578.55%-549.3pp |
| Employer contribution / active EE | $54,500 | $5,256+936.9% | $4,695+1060.7% | $4,876+1017.6% |
| Participant deferral / active EE | $10,650 | $6,630+60.6% | $6,247+70.5% | $5,439+95.8% |
| Admin fee / account holder | $4,490 | $10,905-58.8% | $9,243-51.4% | $10,885-58.7% |