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 | $212,697 | $171,865+23.8% | $149,718+42.1% | $147,584+44.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.23% | 2113.22%-2099.0pp | 1501.63%-1487.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $9,583 | $6,275+52.7% | $5,445+76.0% | $4,876+96.5% |
| Participant deferral / active EE | $12,385 | $7,271+70.3% | $6,569+88.5% | $5,439+127.7% |
| Admin fee / account holder | $61,875 | $13,799+348.4% | $11,283+448.4% | $10,885+468.4% |