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 | $160,325 | $150,440+6.6% | $136,294+17.6% | $147,584+8.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.90% | 1049.08%-1026.2pp | 5155.94%-5133.0pp | 578.55%-555.6pp |
| Employer contribution / active EE | $7,986 | $5,256+51.9% | $4,695+70.1% | $4,876+63.8% |
| Participant deferral / active EE | $6,738 | $6,630+1.6% | $6,247+7.9% | $5,439+23.9% |
| Admin fee / account holder | $2,948 | $10,905-73.0% | $9,243-68.1% | $10,885-72.9% |