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 | $157,633 | $109,817+43.5% | $98,442+60.1% | $167,490-5.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.89% | 1956.69%-1944.8pp | 1492.73%-1480.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $14,269 | $3,224+342.6% | $2,960+382.1% | $4,837+195.0% |
| Participant deferral / active EE | $12,041 | $4,673+157.7% | $4,276+181.6% | $6,341+89.9% |
| Admin fee / account holder | $50,806 | $6,753+652.4% | $5,949+754.0% | $12,309+312.8% |