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 | $101,317+63.7% | $146,958+12.8% | $74,495+122.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.71% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $33,644 | $3,810+783.0% | $4,933+582.0% | $2,623+1182.6% |
| Participant deferral / active EE | $5,931 | $7,303-18.8% | $8,070-26.5% | $4,346+36.5% |
| Admin fee / account holder | $2,630 | $1,739+51.3% | $12,998-79.8% | $1,942+35.5% |