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 | $181,067 | $109,817+64.9% | $98,442+83.9% | $167,490+8.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.41% | 1956.69%-1940.3pp | 1492.73%-1476.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $8,863 | $3,224+174.9% | $2,960+199.4% | $4,837+83.2% |
| Participant deferral / active EE | $6,574 | $4,673+40.7% | $4,276+53.7% | $6,341+3.7% |
| Admin fee / account holder | $14,614 | $6,753+116.4% | $5,949+145.6% | $12,309+18.7% |