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 | $226,149 | $150,440+50.3% | $136,294+65.9% | $147,584+53.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.99% | 1049.08%-1036.1pp | 5155.94%-5142.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $4,886 | $5,256-7.0% | $4,695+4.1% | $4,876+0.2% |
| Participant deferral / active EE | $7,664 | $6,630+15.6% | $6,247+22.7% | $5,439+40.9% |
| Admin fee / account holder | $2,301 | $10,905-78.9% | $9,243-75.1% | $10,885-78.9% |