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 | $219,513 | $171,865+27.7% | $149,718+46.6% | $147,584+48.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.98% | 2113.22%-2095.2pp | 1501.63%-1483.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $5,452 | $6,275-13.1% | $5,445+0.1% | $4,876+11.8% |
| Participant deferral / active EE | $17,977 | $7,271+147.3% | $6,569+173.7% | $5,439+230.5% |
| Admin fee / account holder | $2,657 | $13,799-80.7% | $11,283-76.5% | $10,885-75.6% |