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 | $227,472 | $109,817+107.1% | $98,442+131.1% | $167,490+35.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.43% | 1956.69%-1939.3pp | 1492.73%-1475.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $4,200 | $3,224+30.3% | $2,960+41.9% | $4,837-13.2% |
| Participant deferral / active EE | $26,000 | $4,673+456.4% | $4,276+508.0% | $6,341+310.0% |
| Admin fee / account holder | $1,069 | $6,753-84.2% | $5,949-82.0% | $12,309-91.3% |