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 | $126,213 | $109,817+14.9% | $98,442+28.2% | $167,490-24.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 24.24% | 1956.69%-1932.5pp | 1492.73%-1468.5pp | 478.56%-454.3pp |
| Employer contribution / active EE | $4,916 | $3,224+52.5% | $2,960+66.1% | $4,837+1.6% |
| Participant deferral / active EE | $5,166 | $4,673+10.5% | $4,276+20.8% | $6,341-18.5% |
| Admin fee / account holder | $2,511 | $6,753-62.8% | $5,949-57.8% | $12,309-79.6% |