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 | $169,408 | $150,440+12.6% | $136,294+24.3% | $147,584+14.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.04% | 1049.08%-1031.0pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $26,375 | $5,256+401.8% | $4,695+461.7% | $4,876+440.9% |
| Participant deferral / active EE | $14,167 | $6,630+113.7% | $6,247+126.8% | $5,439+160.5% |
| Admin fee / account holder | $2,199 | $10,905-79.8% | $9,243-76.2% | $10,885-79.8% |