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 | $165,581 | $150,440+10.1% | $136,294+21.5% | $147,584+12.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.56% | 1049.08%-1029.5pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $14,393 | $5,256+173.8% | $4,695+206.5% | $4,876+195.2% |
| Participant deferral / active EE | $13,733 | $6,630+107.1% | $6,247+119.8% | $5,439+152.5% |
| Admin fee / account holder | $682 | $10,905-93.8% | $9,243-92.6% | $10,885-93.7% |