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 | $195,318 | $150,440+29.8% | $136,294+43.3% | $147,584+32.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.94% | 1049.08%-1030.1pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $8,922 | $5,256+69.7% | $4,695+90.0% | $4,876+83.0% |
| Participant deferral / active EE | $7,809 | $6,630+17.8% | $6,247+25.0% | $5,439+43.6% |
| Admin fee / account holder | $1,602 | $10,905-85.3% | $9,243-82.7% | $10,885-85.3% |