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 | $192,886 | $150,440+28.2% | $136,294+41.5% | $147,584+30.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.70% | 1049.08%-1038.4pp | 5155.94%-5145.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $4,339 | $5,256-17.4% | $4,695-7.6% | $4,876-11.0% |
| Participant deferral / active EE | $12,278 | $6,630+85.2% | $6,247+96.5% | $5,439+125.7% |
| Admin fee / account holder | $2,732 | $10,905-74.9% | $9,243-70.4% | $10,885-74.9% |