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 | $239,789 | $150,440+59.4% | $136,294+75.9% | $147,584+62.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.35% | 1049.08%-1020.7pp | 5155.94%-5127.6pp | 578.55%-550.2pp |
| Employer contribution / active EE | $22,747 | $5,256+332.8% | $4,695+384.4% | $4,876+366.5% |
| Participant deferral / active EE | $17,250 | $6,630+160.2% | $6,247+176.1% | $5,439+217.2% |
| Admin fee / account holder | $1,000 | $10,905-90.8% | $9,243-89.2% | $10,885-90.8% |