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 | $241,212 | $150,440+60.3% | $136,294+77.0% | $147,584+63.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.17% | 1049.08%-1035.9pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $8,991 | $5,256+71.1% | $4,695+91.5% | $4,876+84.4% |
| Participant deferral / active EE | $5,738 | $6,630-13.5% | $6,247-8.1% | $5,439+5.5% |
| Admin fee / account holder | $1,591 | $10,905-85.4% | $9,243-82.8% | $10,885-85.4% |