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 | $184,515 | $150,440+22.7% | $136,294+35.4% | $147,584+25.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.90% | 1049.08%-1033.2pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $21,753 | $5,256+313.9% | $4,695+363.3% | $4,876+346.1% |
| Participant deferral / active EE | $14,885 | $6,630+124.5% | $6,247+138.3% | $5,439+173.7% |
| Admin fee / account holder | $4,554 | $10,905-58.2% | $9,243-50.7% | $10,885-58.2% |