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 | $197,095 | $109,817+79.5% | $98,442+100.2% | $167,490+17.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.21% | 1956.69%-1947.5pp | 1492.73%-1483.5pp | 478.56%-469.4pp |
| Employer contribution / active EE | $17,212 | $3,224+433.9% | $2,960+481.5% | $4,837+255.8% |
| Participant deferral / active EE | $9,716 | $4,673+107.9% | $4,276+127.2% | $6,341+53.2% |
| Admin fee / account holder | $21,014 | $6,753+211.2% | $5,949+253.2% | $12,309+70.7% |