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 | $168,383 | $70,587+138.5% | $124,672+35.1% | $85,850+96.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 24.47% | 20688.83%-20664.4pp | 5142.93%-5118.5pp | 318.53%-294.1pp |
| Employer contribution / active EE | $3,528 | $1,913+84.4% | $3,324+6.1% | $2,565+37.5% |
| Participant deferral / active EE | $2,857 | $2,969-3.8% | $4,614-38.1% | $3,952-27.7% |
| Admin fee / account holder | $3,652 | $5,282-30.9% | $7,493-51.3% | $6,260-41.7% |