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 | $135,694 | $150,440-9.8% | $136,294-0.4% | $147,584-8.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.68% | 1049.08%-1026.4pp | 5155.94%-5133.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,407 | $5,256-54.2% | $4,695-48.7% | $4,876-50.6% |
| Participant deferral / active EE | $6,014 | $6,630-9.3% | $6,247-3.7% | $5,439+10.6% |
| Admin fee / account holder | $8,297 | $10,905-23.9% | $9,243-10.2% | $10,885-23.8% |