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 | $134,693 | $150,440-10.5% | $136,294-1.2% | $147,584-8.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.62% | 1049.08%-1025.5pp | 5155.94%-5132.3pp | 578.55%-554.9pp |
| Employer contribution / active EE | $27,641 | $5,256+425.9% | $4,695+488.7% | $4,876+466.8% |
| Participant deferral / active EE | $14,160 | $6,630+113.6% | $6,247+126.7% | $5,439+160.4% |
| Admin fee / account holder | $17,226 | $10,905+58.0% | $9,243+86.4% | $10,885+58.3% |