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 | $212,657 | $150,440+41.4% | $136,294+56.0% | $147,584+44.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.45% | 1049.08%-1037.6pp | 5155.94%-5144.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,435 | $5,256-53.7% | $4,695-48.1% | $4,876-50.1% |
| Participant deferral / active EE | $5,913 | $6,630-10.8% | $6,247-5.3% | $5,439+8.7% |
| Admin fee / account holder | $22,279 | $10,905+104.3% | $9,243+141.0% | $10,885+104.7% |