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 | $126,486 | $150,440-15.9% | $136,294-7.2% | $147,584-14.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.48% | 1049.08%-1038.6pp | 5155.94%-5145.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $11,233 | $5,256+113.7% | $4,695+139.2% | $4,876+130.4% |
| Participant deferral / active EE | $7,258 | $6,630+9.5% | $6,247+16.2% | $5,439+33.5% |
| Admin fee / account holder | $28,782 | $10,905+163.9% | $9,243+211.4% | $10,885+164.4% |