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 | $175,915 | $150,440+16.9% | $136,294+29.1% | $147,584+19.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.06% | 1049.08%-1033.0pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,422 | $5,256-53.9% | $4,695-48.4% | $4,876-50.3% |
| Participant deferral / active EE | $14,963 | $6,630+125.7% | $6,247+139.5% | $5,439+175.1% |
| Admin fee / account holder | $3,797 | $10,905-65.2% | $9,243-58.9% | $10,885-65.1% |