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 | $76,716 | $150,440-49.0% | $136,294-43.7% | $147,584-48.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 110.64% | 1049.08%-938.4pp | 5155.94%-5045.3pp | 578.55%-467.9pp |
| Employer contribution / active EE | $6,471 | $5,256+23.1% | $4,695+37.8% | $4,876+32.7% |
| Participant deferral / active EE | $7,082 | $6,630+6.8% | $6,247+13.4% | $5,439+30.2% |
| Admin fee / account holder | $1,882 | $10,905-82.7% | $9,243-79.6% | $10,885-82.7% |