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 | $247,672 | $150,440+64.6% | $136,294+81.7% | $147,584+67.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.04% | 1049.08%-1034.0pp | 5155.94%-5140.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,122 | $5,256-59.6% | $4,695-54.8% | $4,876-56.5% |
| Participant deferral / active EE | $14,348 | $6,630+116.4% | $6,247+129.7% | $5,439+163.8% |
| Admin fee / account holder | $1,487 | $10,905-86.4% | $9,243-83.9% | $10,885-86.3% |