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 | $208,690 | $150,440+38.7% | $136,294+53.1% | $147,584+41.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.54% | 1049.08%-1030.5pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $13,902 | $5,256+164.5% | $4,695+196.1% | $4,876+185.1% |
| Participant deferral / active EE | $8,029 | $6,630+21.1% | $6,247+28.5% | $5,439+47.6% |
| Admin fee / account holder | $511 | $10,905-95.3% | $9,243-94.5% | $10,885-95.3% |