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 | $164,478 | $150,440+9.3% | $136,294+20.7% | $147,584+11.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.42% | 1049.08%-1020.7pp | 5155.94%-5127.5pp | 578.55%-550.1pp |
| Employer contribution / active EE | $3,441 | $5,256-34.5% | $4,695-26.7% | $4,876-29.4% |
| Participant deferral / active EE | $13,875 | $6,630+109.3% | $6,247+122.1% | $5,439+155.1% |
| Admin fee / account holder | $8,953 | $10,905-17.9% | $9,243-3.1% | $10,885-17.8% |