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 | $155,880 | $150,440+3.6% | $136,294+14.4% | $147,584+5.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.53% | 1049.08%-1027.6pp | 5155.94%-5134.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $4,453 | $5,256-15.3% | $4,695-5.2% | $4,876-8.7% |
| Participant deferral / active EE | $8,885 | $6,630+34.0% | $6,247+42.2% | $5,439+63.4% |
| Admin fee / account holder | $392 | $10,905-96.4% | $9,243-95.8% | $10,885-96.4% |