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 | $176,445 | $150,440+17.3% | $136,294+29.5% | $147,584+19.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.39% | 1049.08%-1034.7pp | 5155.94%-5141.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,317 | $5,256-75.0% | $4,695-72.0% | $4,876-73.0% |
| Participant deferral / active EE | $6,516 | $6,630-1.7% | $6,247+4.3% | $5,439+19.8% |
| Admin fee / account holder | $26,123 | $10,905+139.5% | $9,243+182.6% | $10,885+140.0% |