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 | $233,054 | $150,440+54.9% | $136,294+71.0% | $147,584+57.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.51% | 1049.08%-1037.6pp | 5155.94%-5144.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,715 | $5,256-48.4% | $4,695-42.2% | $4,876-44.3% |
| Participant deferral / active EE | $4,787 | $6,630-27.8% | $6,247-23.4% | $5,439-12.0% |
| Admin fee / account holder | $6,379 | $10,905-41.5% | $9,243-31.0% | $10,885-41.4% |