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 | $210,831 | $150,440+40.1% | $136,294+54.7% | $147,584+42.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.14% | 1049.08%-1032.9pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $12,602 | $5,256+139.8% | $4,695+168.4% | $4,876+158.4% |
| Participant deferral / active EE | $7,989 | $6,630+20.5% | $6,247+27.9% | $5,439+46.9% |
| Admin fee / account holder | $5,264 | $10,905-51.7% | $9,243-43.1% | $10,885-51.6% |