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 | $235,285 | $171,865+36.9% | $149,718+57.2% | $147,584+59.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.37% | 2113.22%-2097.8pp | 1501.63%-1486.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $11,083 | $6,275+76.6% | $5,445+103.5% | $4,876+127.3% |
| Participant deferral / active EE | $9,453 | $7,271+30.0% | $6,569+43.9% | $5,439+73.8% |
| Admin fee / account holder | $22,510 | $13,799+63.1% | $11,283+99.5% | $10,885+106.8% |