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 | $224,522 | $150,440+49.2% | $136,294+64.7% | $147,584+52.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.70% | 1049.08%-1031.4pp | 5155.94%-5138.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $21,528 | $5,256+309.6% | $4,695+358.5% | $4,876+341.5% |
| Participant deferral / active EE | $14,400 | $6,630+117.2% | $6,247+130.5% | $5,439+164.8% |
| Admin fee / account holder | $5,233 | $10,905-52.0% | $9,243-43.4% | $10,885-51.9% |