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 | $158,200 | $150,440+5.2% | $136,294+16.1% | $147,584+7.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.57% | 1049.08%-1027.5pp | 5155.94%-5134.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $3,044 | $5,256-42.1% | $4,695-35.2% | $4,876-37.6% |
| Participant deferral / active EE | $11,225 | $6,630+69.3% | $6,247+79.7% | $5,439+106.4% |
| Admin fee / account holder | $3,333 | $10,905-69.4% | $9,243-63.9% | $10,885-69.4% |