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 | $150,700 | $171,865-12.3% | $149,718+0.7% | $147,584+2.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.33% | 2113.22%-2090.9pp | 1501.63%-1479.3pp | 578.55%-556.2pp |
| Employer contribution / active EE | $15,374 | $6,275+145.0% | $5,445+182.4% | $4,876+215.3% |
| Participant deferral / active EE | $14,077 | $7,271+93.6% | $6,569+114.3% | $5,439+158.8% |
| Admin fee / account holder | $36,858 | $13,799+167.1% | $11,283+226.7% | $10,885+238.6% |