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 | $212,008 | $150,440+40.9% | $136,294+55.6% | $147,584+43.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.15% | 1049.08%-1033.9pp | 5155.94%-5140.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $4,154 | $5,256-21.0% | $4,695-11.5% | $4,876-14.8% |
| Participant deferral / active EE | $10,463 | $6,630+57.8% | $6,247+67.5% | $5,439+92.4% |
| Admin fee / account holder | $12,966 | $10,905+18.9% | $9,243+40.3% | $10,885+19.1% |