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 | $174,559 | $150,440+16.0% | $136,294+28.1% | $147,584+18.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.99% | 1049.08%-1025.1pp | 5155.94%-5131.9pp | 578.55%-554.6pp |
| Employer contribution / active EE | $17,077 | $5,256+224.9% | $4,695+263.7% | $4,876+250.2% |
| Participant deferral / active EE | $14,000 | $6,630+111.1% | $6,247+124.1% | $5,439+157.4% |
| Admin fee / account holder | $1,323 | $10,905-87.9% | $9,243-85.7% | $10,885-87.8% |