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 | $165,374 | $171,865-3.8% | $149,718+10.5% | $147,584+12.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.53% | 2113.22%-2097.7pp | 1501.63%-1486.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $26,907 | $6,275+328.8% | $5,445+394.2% | $4,876+451.8% |
| Participant deferral / active EE | $16,815 | $7,271+131.3% | $6,569+156.0% | $5,439+209.2% |
| Admin fee / account holder | $8,720 | $13,799-36.8% | $11,283-22.7% | $10,885-19.9% |