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 | $171,651 | $100,852+70.2% | $90,404+89.9% | $158,922+8.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.17% | 1724.20%-1711.0pp | 1293.02%-1279.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $4,110 | $3,689+11.4% | $3,262+26.0% | $4,761-13.7% |
| Participant deferral / active EE | $8,701 | $4,348+100.1% | $3,963+119.5% | $5,982+45.5% |
| Admin fee / account holder | $807 | $6,501-87.6% | $5,611-85.6% | $11,246-92.8% |