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 | $182,951 | $72,400+152.7% | $67,502+171.0% | $145,922+25.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.57% | 7182.46%-7166.9pp | 3512.12%-3496.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $10,275 | $3,069+234.8% | $2,731+276.3% | $4,660+120.5% |
| Participant deferral / active EE | $10,336 | $4,783+116.1% | $4,000+158.4% | $6,688+54.6% |
| Admin fee / account holder | $46,161 | $5,539+733.4% | $3,998+1054.7% | $13,397+244.6% |