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 | $177,000 | $150,440+17.7% | $136,294+29.9% | $147,584+19.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.23% | 1049.08%-1030.9pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $10,980 | $5,256+108.9% | $4,695+133.8% | $4,876+125.2% |
| Participant deferral / active EE | $12,510 | $6,630+88.7% | $6,247+100.3% | $5,439+130.0% |
| Admin fee / account holder | $1,071 | $10,905-90.2% | $9,243-88.4% | $10,885-90.2% |