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 | $176,779 | $100,852+75.3% | $90,404+95.5% | $158,922+11.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.75% | 1724.20%-1714.5pp | 1293.02%-1283.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $3,925 | $3,689+6.4% | $3,262+20.3% | $4,761-17.6% |
| Participant deferral / active EE | $7,600 | $4,348+74.8% | $3,963+91.8% | $5,982+27.1% |
| Admin fee / account holder | $14,287 | $6,501+119.8% | $5,611+154.6% | $11,246+27.0% |