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 | $162,084 | $150,440+7.7% | $136,294+18.9% | $147,584+9.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.39% | 1049.08%-1035.7pp | 5155.94%-5142.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $8,595 | $5,256+63.5% | $4,695+83.0% | $4,876+76.3% |
| Participant deferral / active EE | $5,628 | $6,630-15.1% | $6,247-9.9% | $5,439+3.5% |
| Admin fee / account holder | $516 | $10,905-95.3% | $9,243-94.4% | $10,885-95.3% |