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 | $223,096 | $150,440+48.3% | $136,294+63.7% | $147,584+51.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.44% | 1049.08%-1033.6pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,247 | $5,256-57.2% | $4,695-52.1% | $4,876-53.9% |
| Participant deferral / active EE | $11,026 | $6,630+66.3% | $6,247+76.5% | $5,439+102.7% |
| Admin fee / account holder | $10,666 | $10,905-2.2% | $9,243+15.4% | $10,885-2.0% |