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 | $183,989 | $150,440+22.3% | $136,294+35.0% | $147,584+24.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.76% | 1049.08%-1035.3pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $13,745 | $5,256+161.5% | $4,695+192.7% | $4,876+181.9% |
| Participant deferral / active EE | $6,475 | $6,630-2.3% | $6,247+3.7% | $5,439+19.1% |
| Admin fee / account holder | $35,612 | $10,905+226.6% | $9,243+285.3% | $10,885+227.2% |