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 | $185,657 | $150,440+23.4% | $136,294+36.2% | $147,584+25.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.85% | 1049.08%-1033.2pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $7,749 | $5,256+47.4% | $4,695+65.0% | $4,876+58.9% |
| Participant deferral / active EE | $12,119 | $6,630+82.8% | $6,247+94.0% | $5,439+122.8% |
| Admin fee / account holder | $8,854 | $10,905-18.8% | $9,243-4.2% | $10,885-18.7% |