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 | $240,504 | $171,865+39.9% | $149,718+60.6% | $147,584+63.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.97% | 2113.22%-2091.2pp | 1501.63%-1479.7pp | 578.55%-556.6pp |
| Employer contribution / active EE | $3,907 | $6,275-37.7% | $5,445-28.2% | $4,876-19.9% |
| Participant deferral / active EE | $14,701 | $7,271+102.2% | $6,569+123.8% | $5,439+170.3% |
| Admin fee / account holder | $482 | $13,799-96.5% | $11,283-95.7% | $10,885-95.6% |