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 | $206,473 | $150,440+37.2% | $136,294+51.5% | $147,584+39.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.34% | 1049.08%-1029.7pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,314 | $5,256-37.0% | $4,695-29.4% | $4,876-32.0% |
| Participant deferral / active EE | $20,200 | $6,630+204.7% | $6,247+223.4% | $5,439+271.4% |
| Admin fee / account holder | $5,515 | $10,905-49.4% | $9,243-40.3% | $10,885-49.3% |