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 | $186,666 | $171,865+8.6% | $149,718+24.7% | $147,584+26.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.80% | 2113.22%-2101.4pp | 1501.63%-1489.8pp | 578.55%-566.7pp |
| Employer contribution / active EE | $8,640 | $6,275+37.7% | $5,445+58.7% | $4,876+77.2% |
| Participant deferral / active EE | $12,690 | $7,271+74.5% | $6,569+93.2% | $5,439+133.3% |
| Admin fee / account holder | $1,387 | $13,799-90.0% | $11,283-87.7% | $10,885-87.3% |