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 | $195,037 | $100,852+93.4% | $90,404+115.7% | $158,922+22.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.77% | 1724.20%-1700.4pp | 1293.02%-1269.2pp | 302.83%-279.1pp |
| Employer contribution / active EE | $3,957 | $3,689+7.3% | $3,262+21.3% | $4,761-16.9% |
| Participant deferral / active EE | $8,414 | $4,348+93.5% | $3,963+112.3% | $5,982+40.6% |
| Admin fee / account holder | $475 | $6,501-92.7% | $5,611-91.5% | $11,246-95.8% |