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 | $167,380 | $150,440+11.3% | $136,294+22.8% | $147,584+13.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.67% | 1049.08%-1031.4pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $10,345 | $5,256+96.8% | $4,695+120.3% | $4,876+112.2% |
| Participant deferral / active EE | $11,089 | $6,630+67.2% | $6,247+77.5% | $5,439+103.9% |
| Admin fee / account holder | $16,113 | $10,905+47.8% | $9,243+74.3% | $10,885+48.0% |