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 | $221,613 | $150,440+47.3% | $136,294+62.6% | $147,584+50.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.34% | 1049.08%-1033.7pp | 5155.94%-5140.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $10,394 | $5,256+97.7% | $4,695+121.4% | $4,876+113.1% |
| Participant deferral / active EE | $9,252 | $6,630+39.5% | $6,247+48.1% | $5,439+70.1% |
| Admin fee / account holder | $1,321 | $10,905-87.9% | $9,243-85.7% | $10,885-87.9% |