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 | $167,121 | $150,440+11.1% | $136,294+22.6% | $147,584+13.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.57% | 1049.08%-1035.5pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $7,465 | $5,256+42.0% | $4,695+59.0% | $4,876+53.1% |
| Participant deferral / active EE | $4,010 | $6,630-39.5% | $6,247-35.8% | $5,439-26.3% |
| Admin fee / account holder | $2,169 | $10,905-80.1% | $9,243-76.5% | $10,885-80.1% |