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 | $195,199 | $176,662+10.5% | $130,648+49.4% | $152,861+27.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.53% | 2692.24%-2669.7pp | 1708.96%-1686.4pp | 345.32%-322.8pp |
| Employer contribution / active EE | $6,640 | $5,742+15.6% | $4,092+62.3% | $4,762+39.4% |
| Participant deferral / active EE | $7,805 | $4,361+79.0% | $3,603+116.6% | $5,850+33.4% |
| Admin fee / account holder | $974 | $7,133-86.3% | $5,464-82.2% | $11,596-91.6% |