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 | $209,817 | $150,440+39.5% | $136,294+53.9% | $147,584+42.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.82% | 1049.08%-1038.3pp | 5155.94%-5145.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $9,009 | $5,256+71.4% | $4,695+91.9% | $4,876+84.7% |
| Participant deferral / active EE | $6,794 | $6,630+2.5% | $6,247+8.8% | $5,439+24.9% |
| Admin fee / account holder | $823 | $10,905-92.5% | $9,243-91.1% | $10,885-92.4% |