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 | $172,061 | $150,440+14.4% | $136,294+26.2% | $147,584+16.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.79% | 1049.08%-1037.3pp | 5155.94%-5144.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $11,534 | $5,256+119.4% | $4,695+145.6% | $4,876+136.5% |
| Participant deferral / active EE | $4,397 | $6,630-33.7% | $6,247-29.6% | $5,439-19.1% |
| Admin fee / account holder | $155,984 | $10,905+1330.4% | $9,243+1587.5% | $10,885+1333.0% |