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 | $152,717 | $150,440+1.5% | $136,294+12.1% | $147,584+3.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.28% | 1049.08%-1036.8pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $12,408 | $5,256+136.1% | $4,695+164.2% | $4,876+154.4% |
| Participant deferral / active EE | $10,237 | $6,630+54.4% | $6,247+63.9% | $5,439+88.2% |
| Admin fee / account holder | $8,518 | $10,905-21.9% | $9,243-7.9% | $10,885-21.8% |