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 | $164,076 | $150,440+9.1% | $136,294+20.4% | $147,584+11.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.46% | 1049.08%-1028.6pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $11,179 | $5,256+112.7% | $4,695+138.1% | $4,876+129.3% |
| Participant deferral / active EE | $13,114 | $6,630+97.8% | $6,247+109.9% | $5,439+141.1% |
| Admin fee / account holder | $19,122 | $10,905+75.3% | $9,243+106.9% | $10,885+75.7% |