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 | $248,084 | $150,440+64.9% | $136,294+82.0% | $147,584+68.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.43% | 1049.08%-1038.7pp | 5155.94%-5145.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $13,766 | $5,256+161.9% | $4,695+193.2% | $4,876+182.3% |
| Participant deferral / active EE | $10,524 | $6,630+58.7% | $6,247+68.5% | $5,439+93.5% |
| Admin fee / account holder | $7,041 | $10,905-35.4% | $9,243-23.8% | $10,885-35.3% |