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 | $213,725 | $150,440+42.1% | $136,294+56.8% | $147,584+44.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.70% | 1049.08%-1036.4pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,446 | $5,256-53.5% | $4,695-47.9% | $4,876-49.8% |
| Participant deferral / active EE | $5,969 | $6,630-10.0% | $6,247-4.5% | $5,439+9.7% |
| Admin fee / account holder | $10,124 | $10,905-7.2% | $9,243+9.5% | $10,885-7.0% |