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 | $162,038 | $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 | 22.52% | 1049.08%-1026.6pp | 5155.94%-5133.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $9,233 | $5,256+75.7% | $4,695+96.6% | $4,876+89.3% |
| Participant deferral / active EE | $13,116 | $6,630+97.8% | $6,247+109.9% | $5,439+141.2% |
| Admin fee / account holder | $1,258 | $10,905-88.5% | $9,243-86.4% | $10,885-88.4% |