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 | $239,843 | $150,440+59.4% | $136,294+76.0% | $147,584+62.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.61% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $18,043 | $5,256+243.3% | $4,695+284.3% | $4,876+270.0% |
| Participant deferral / active EE | $5,400 | $6,630-18.6% | $6,247-13.6% | $5,439-0.7% |
| Admin fee / account holder | $21,490 | $10,905+97.1% | $9,243+132.5% | $10,885+97.4% |