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 | $216,707 | $68,097+218.2% | $62,929+244.4% | $137,256+57.9% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 13.45% | 1859.11%-1845.7pp | 1063.93%-1050.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $5,750 | $2,811+104.5% | $2,505+129.6% | $4,156+38.4% |
| Participant deferral / active EE | $5,750 | $4,553+26.3% | $3,888+47.9% | $6,407-10.3% |
| Admin fee / account holder | $2,019 | $6,521-69.0% | $5,065-60.1% | $12,270-83.5% |