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 | $202,696 | $150,440+34.7% | $136,294+48.7% | $147,584+37.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.10% | 1049.08%-1036.0pp | 5155.94%-5142.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $12,208 | $5,256+132.3% | $4,695+160.0% | $4,876+150.4% |
| Participant deferral / active EE | $7,658 | $6,630+15.5% | $6,247+22.6% | $5,439+40.8% |
| Admin fee / account holder | $3,002 | $10,905-72.5% | $9,243-67.5% | $10,885-72.4% |