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 | $238,805 | $150,440+58.7% | $136,294+75.2% | $147,584+61.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.49% | 1049.08%-1029.6pp | 5155.94%-5136.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,615 | $5,256-50.3% | $4,695-44.3% | $4,876-46.4% |
| Participant deferral / active EE | $3,419 | $6,630-48.4% | $6,247-45.3% | $5,439-37.1% |
| Admin fee / account holder | $1,433 | $10,905-86.9% | $9,243-84.5% | $10,885-86.8% |