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 | $169,841 | $150,440+12.9% | $136,294+24.6% | $147,584+15.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.03% | 1049.08%-1032.1pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $8,600 | $5,256+63.6% | $4,695+83.1% | $4,876+76.4% |
| Participant deferral / active EE | $11,127 | $6,630+67.8% | $6,247+78.1% | $5,439+104.6% |
| Admin fee / account holder | $819 | $10,905-92.5% | $9,243-91.1% | $10,885-92.5% |