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 | $122,651 | $109,817+11.7% | $98,442+24.6% | $167,490-26.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 25.82% | 1956.69%-1930.9pp | 1492.73%-1466.9pp | 478.56%-452.7pp |
| Employer contribution / active EE | $4,418 | $3,224+37.0% | $2,960+49.3% | $4,837-8.7% |
| Participant deferral / active EE | $6,920 | $4,673+48.1% | $4,276+61.8% | $6,341+9.1% |
| Admin fee / account holder | $1,037 | $6,753-84.6% | $5,949-82.6% | $12,309-91.6% |