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 | $160,479 | $150,440+6.7% | $136,294+17.7% | $147,584+8.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.56% | 1049.08%-1038.5pp | 5155.94%-5145.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $3,712 | $5,256-29.4% | $4,695-21.0% | $4,876-23.9% |
| Participant deferral / active EE | $13,522 | $6,630+103.9% | $6,247+116.4% | $5,439+148.6% |
| Admin fee / account holder | $172,031 | $10,905+1477.5% | $9,243+1761.1% | $10,885+1480.4% |