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 | $235,449 | $150,440+56.5% | $136,294+72.8% | $147,584+59.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.72% | 1049.08%-1027.4pp | 5155.94%-5134.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,992 | $5,256-43.1% | $4,695-36.3% | $4,876-38.7% |
| Participant deferral / active EE | $3,835 | $6,630-42.2% | $6,247-38.6% | $5,439-29.5% |
| Admin fee / account holder | $2,369 | $10,905-78.3% | $9,243-74.4% | $10,885-78.2% |