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 | $195,733 | $185,200+5.7% | $142,863+37.0% | $167,490+16.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 12.11% | 8555.70%-8543.6pp | 5637.54%-5625.4pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,537 | $5,604-54.7% | $4,144-38.8% | $4,837-47.6% |
| Participant deferral / active EE | $17,500 | $4,494+289.4% | $3,837+356.1% | $6,341+176.0% |
| Admin fee / account holder | $19,356 | $8,031+141.0% | $6,560+195.0% | $12,309+57.3% |