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 | $86,840 | $171,865-49.5% | $149,718-42.0% | $147,584-41.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.91% | 2113.22%-2088.3pp | 1501.63%-1476.7pp | 578.55%-553.6pp |
| Employer contribution / active EE | $7,950 | $6,275+26.7% | $5,445+46.0% | $4,876+63.0% |
| Participant deferral / active EE | $13,517 | $7,271+85.9% | $6,569+105.8% | $5,439+148.5% |
| Admin fee / account holder | $1,904 | $13,799-86.2% | $11,283-83.1% | $10,885-82.5% |