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 | $192,565 | $171,865+12.0% | $149,718+28.6% | $147,584+30.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 57.15% | 2113.22%-2056.1pp | 1501.63%-1444.5pp | 578.55%-521.4pp |
| Employer contribution / active EE | $8,129 | $6,275+29.5% | $5,445+49.3% | $4,876+66.7% |
| Participant deferral / active EE | $7,061 | $7,271-2.9% | $6,569+7.5% | $5,439+29.8% |
| Admin fee / account holder | $806 | $13,799-94.2% | $11,283-92.9% | $10,885-92.6% |