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 | $247,900 | $171,865+44.2% | $149,718+65.6% | $147,584+68.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.18% | 2113.22%-2103.0pp | 1501.63%-1491.4pp | 578.55%-568.4pp |
| Employer contribution / active EE | $3,011 | $6,275-52.0% | $5,445-44.7% | $4,876-38.3% |
| Participant deferral / active EE | $11,604 | $7,271+59.6% | $6,569+76.6% | $5,439+113.4% |
| Admin fee / account holder | $106,540 | $13,799+672.1% | $11,283+844.3% | $10,885+878.8% |