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 | $178,657 | $150,440+18.8% | $136,294+31.1% | $147,584+21.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 195.19% | 1049.08%-853.9pp | 5155.94%-4960.7pp | 578.55%-383.4pp |
| Employer contribution / active EE | $5,453 | $5,256+3.7% | $4,695+16.1% | $4,876+11.8% |
| Participant deferral / active EE | $9,587 | $6,630+44.6% | $6,247+53.5% | $5,439+76.3% |
| Admin fee / account holder | $1,713 | $10,905-84.3% | $9,243-81.5% | $10,885-84.3% |