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 | $235,001 | $150,440+56.2% | $136,294+72.4% | $147,584+59.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.62% | 1049.08%-1029.5pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $9,969 | $5,256+89.7% | $4,695+112.3% | $4,876+104.4% |
| Participant deferral / active EE | $7,780 | $6,630+17.3% | $6,247+24.5% | $5,439+43.0% |
| Admin fee / account holder | $11,577 | $10,905+6.2% | $9,243+25.2% | $10,885+6.4% |