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 | $200,338 | $150,440+33.2% | $136,294+47.0% | $147,584+35.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.38% | 1049.08%-1036.7pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $8,716 | $5,256+65.8% | $4,695+85.6% | $4,876+78.7% |
| Participant deferral / active EE | $7,209 | $6,630+8.7% | $6,247+15.4% | $5,439+32.5% |
| Admin fee / account holder | $37,360 | $10,905+242.6% | $9,243+304.2% | $10,885+243.2% |