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 | $228,069 | $150,440+51.6% | $136,294+67.3% | $147,584+54.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.29% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $5,493 | $5,256+4.5% | $4,695+17.0% | $4,876+12.6% |
| Participant deferral / active EE | $10,522 | $6,630+58.7% | $6,247+68.4% | $5,439+93.5% |
| Admin fee / account holder | $2,387 | $10,905-78.1% | $9,243-74.2% | $10,885-78.1% |