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 | $120,335 | $150,440-20.0% | $136,294-11.7% | $147,584-18.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.57% | 1049.08%-1033.5pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $7,658 | $5,256+45.7% | $4,695+63.1% | $4,876+57.1% |
| Participant deferral / active EE | $6,209 | $6,630-6.4% | $6,247-0.6% | $5,439+14.2% |
| Admin fee / account holder | $32,348 | $10,905+196.6% | $9,243+250.0% | $10,885+197.2% |