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 | $227,781 | $150,440+51.4% | $136,294+67.1% | $147,584+54.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.20% | 1049.08%-1037.9pp | 5155.94%-5144.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $2,007 | $5,256-61.8% | $4,695-57.3% | $4,876-58.8% |
| Participant deferral / active EE | $8,835 | $6,630+33.2% | $6,247+41.4% | $5,439+62.4% |
| Admin fee / account holder | $6,593 | $10,905-39.5% | $9,243-28.7% | $10,885-39.4% |