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 | $193,349 | $109,817+76.1% | $98,442+96.4% | $167,490+15.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.36% | 1956.69%-1939.3pp | 1492.73%-1475.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $3,947 | $3,224+22.4% | $2,960+33.4% | $4,837-18.4% |
| Participant deferral / active EE | $14,820 | $4,673+217.1% | $4,276+246.6% | $6,341+133.7% |
| Admin fee / account holder | $30,257 | $6,753+348.1% | $5,949+408.6% | $12,309+145.8% |