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 | $216,799 | $150,440+44.1% | $136,294+59.1% | $147,584+46.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.38% | 1049.08%-1037.7pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $9,628 | $5,256+83.2% | $4,695+105.1% | $4,876+97.4% |
| Participant deferral / active EE | $10,518 | $6,630+58.6% | $6,247+68.4% | $5,439+93.4% |
| Admin fee / account holder | $21,337 | $10,905+95.7% | $9,243+130.8% | $10,885+96.0% |