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 | $207,611 | $150,440+38.0% | $136,294+52.3% | $147,584+40.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.72% | 1049.08%-1028.4pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $20,939 | $5,256+298.4% | $4,695+345.9% | $4,876+329.4% |
| Participant deferral / active EE | $13,890 | $6,630+109.5% | $6,247+122.3% | $5,439+155.4% |
| Admin fee / account holder | $4,709 | $10,905-56.8% | $9,243-49.1% | $10,885-56.7% |