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 | $219,130 | $171,865+27.5% | $149,718+46.4% | $147,584+48.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 30.69% | 2113.22%-2082.5pp | 1501.63%-1470.9pp | 578.55%-547.9pp |
| Employer contribution / active EE | $15,152 | $6,275+141.5% | $5,445+178.3% | $4,876+210.7% |
| Participant deferral / active EE | $8,556 | $7,271+17.7% | $6,569+30.2% | $5,439+57.3% |
| Admin fee / account holder | $317 | $13,799-97.7% | $11,283-97.2% | $10,885-97.1% |