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 | $195,843 | $150,440+30.2% | $136,294+43.7% | $147,584+32.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.06% | 1049.08%-1036.0pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $3,357 | $5,256-36.1% | $4,695-28.5% | $4,876-31.2% |
| Participant deferral / active EE | $8,980 | $6,630+35.4% | $6,247+43.7% | $5,439+65.1% |
| Admin fee / account holder | $2,308 | $10,905-78.8% | $9,243-75.0% | $10,885-78.8% |