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 | $181,776 | $150,440+20.8% | $136,294+33.4% | $147,584+23.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.09% | 1049.08%-1030.0pp | 5155.94%-5136.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $4,012 | $5,256-23.7% | $4,695-14.6% | $4,876-17.7% |
| Participant deferral / active EE | $11,615 | $6,630+75.2% | $6,247+85.9% | $5,439+113.6% |
| Admin fee / account holder | $13,943 | $10,905+27.9% | $9,243+50.8% | $10,885+28.1% |