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 | $247,462 | $176,662+40.1% | $130,648+89.4% | $152,861+61.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.40% | 2692.24%-2670.8pp | 1708.96%-1687.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,866 | $5,742-50.1% | $4,092-30.0% | $4,762-39.8% |
| Participant deferral / active EE | $12,005 | $4,361+175.3% | $3,603+233.2% | $5,850+105.2% |
| Admin fee / account holder | $25,730 | $7,133+260.7% | $5,464+370.9% | $11,596+121.9% |