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 | $132,749 | $150,440-11.8% | $136,294-2.6% | $147,584-10.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.09% | 1049.08%-1031.0pp | 5155.94%-5137.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $15,839 | $5,256+201.3% | $4,695+237.3% | $4,876+224.8% |
| Participant deferral / active EE | $14,328 | $6,630+116.1% | $6,247+129.3% | $5,439+163.4% |
| Admin fee / account holder | $4,666 | $10,905-57.2% | $9,243-49.5% | $10,885-57.1% |