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 | $213,860 | $109,817+94.7% | $98,442+117.2% | $167,490+27.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.07% | 1956.69%-1944.6pp | 1492.73%-1480.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $7,203 | $3,224+123.4% | $2,960+143.4% | $4,837+48.9% |
| Participant deferral / active EE | $6,252 | $4,673+33.8% | $4,276+46.2% | $6,341-1.4% |
| Admin fee / account holder | $24,036 | $6,753+255.9% | $5,949+304.0% | $12,309+95.3% |