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 | $236,280 | $150,440+57.1% | $136,294+73.4% | $147,584+60.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.09% | 1049.08%-1030.0pp | 5155.94%-5136.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,455 | $5,256-53.3% | $4,695-47.7% | $4,876-49.7% |
| Participant deferral / active EE | $13,144 | $6,630+98.2% | $6,247+110.4% | $5,439+141.7% |
| Admin fee / account holder | $537 | $10,905-95.1% | $9,243-94.2% | $10,885-95.1% |