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 | $247,691 | $150,440+64.6% | $136,294+81.7% | $147,584+67.8% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 20.30% | 1049.08%-1028.8pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $32,231 | $5,256+513.2% | $4,695+586.4% | $4,876+561.0% |
| Participant deferral / active EE | $12,731 | $6,630+92.0% | $6,247+103.8% | $5,439+134.1% |
| Admin fee / account holder | $321 | $10,905-97.1% | $9,243-96.5% | $10,885-97.1% |