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 | $165,828 | $101,499+63.4% | $147,005+12.8% | $74,546+122.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.71% | 8732.34%-8717.6pp | 418.76%-404.1pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $33,644 | $3,811+782.8% | $4,934+581.8% | $2,624+1182.0% |
| Participant deferral / active EE | $5,931 | $7,304-18.8% | $8,070-26.5% | $4,347+36.4% |
| Admin fee / account holder | $2,630 | $1,748+50.5% | $13,006-79.8% | $1,944+35.3% |