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 | $208,906 | $150,440+38.9% | $136,294+53.3% | $147,584+41.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.04% | 1049.08%-1035.0pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,932 | $5,256-63.3% | $4,695-58.9% | $4,876-60.4% |
| Participant deferral / active EE | $5,361 | $6,630-19.1% | $6,247-14.2% | $5,439-1.4% |
| Admin fee / account holder | $15,556 | $10,905+42.6% | $9,243+68.3% | $10,885+42.9% |