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 | $162,136 | $150,440+7.8% | $136,294+19.0% | $147,584+9.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.72% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $14,490 | $5,256+175.7% | $4,695+208.6% | $4,876+197.2% |
| Participant deferral / active EE | $13,841 | $6,630+108.7% | $6,247+121.6% | $5,439+154.5% |
| Admin fee / account holder | $1,038 | $10,905-90.5% | $9,243-88.8% | $10,885-90.5% |