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 | $231,565 | $150,440+53.9% | $136,294+69.9% | $147,584+56.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.27% | 1049.08%-1035.8pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,760 | $5,256-28.5% | $4,695-19.9% | $4,876-22.9% |
| Participant deferral / active EE | $9,066 | $6,630+36.7% | $6,247+45.1% | $5,439+66.7% |
| Admin fee / account holder | $1,048 | $10,905-90.4% | $9,243-88.7% | $10,885-90.4% |