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 | $147,587 | $70,587+109.1% | $124,672+18.4% | $85,850+71.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 13.18% | 20688.83%-20675.6pp | 5142.93%-5129.7pp | 318.53%-305.3pp |
| Employer contribution / active EE | $9,235 | $1,913+382.6% | $3,324+177.9% | $2,565+260.0% |
| Participant deferral / active EE | $2,641 | $2,969-11.0% | $4,614-42.8% | $3,952-33.2% |
| Admin fee / account holder | $14,090 | $5,282+166.8% | $7,493+88.1% | $6,260+125.1% |