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 | $159,955 | $150,440+6.3% | $136,294+17.4% | $147,584+8.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.84% | 1049.08%-1035.2pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,530 | $5,256-70.9% | $4,695-67.4% | $4,876-68.6% |
| Participant deferral / active EE | $3,523 | $6,630-46.9% | $6,247-43.6% | $5,439-35.2% |
| Admin fee / account holder | $17,222 | $10,905+57.9% | $9,243+86.3% | $10,885+58.2% |