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 | $192,133 | $150,440+27.7% | $136,294+41.0% | $147,584+30.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.07% | 1049.08%-1033.0pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $4,168 | $5,256-20.7% | $4,695-11.2% | $4,876-14.5% |
| Participant deferral / active EE | $10,045 | $6,630+51.5% | $6,247+60.8% | $5,439+84.7% |
| Admin fee / account holder | $8,044 | $10,905-26.2% | $9,243-13.0% | $10,885-26.1% |