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 | $239,088 | $169,032+41.4% | $129,207+85.0% | $145,922+63.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.67% | 14330.11%-14318.4pp | 9417.33%-9405.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $7,500 | $5,537+35.5% | $4,153+80.6% | $4,660+61.0% |
| Participant deferral / active EE | $16,426 | $4,987+229.3% | $4,168+294.1% | $6,688+145.6% |
| Admin fee / account holder | $1,513 | $9,954-84.8% | $7,715-80.4% | $13,397-88.7% |