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 | $195,358 | $171,865+13.7% | $149,718+30.5% | $147,584+32.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.46% | 2113.22%-2090.8pp | 1501.63%-1479.2pp | 578.55%-556.1pp |
| Employer contribution / active EE | $6,944 | $6,275+10.7% | $5,445+27.5% | $4,876+42.4% |
| Participant deferral / active EE | $4,832 | $7,271-33.5% | $6,569-26.4% | $5,439-11.1% |
| Admin fee / account holder | $65,192 | $13,799+372.4% | $11,283+477.8% | $10,885+498.9% |