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 | $124,405 | $100,852+23.4% | $90,404+37.6% | $158,922-21.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.49% | 1724.20%-1710.7pp | 1293.02%-1279.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $10,714 | $3,689+190.5% | $3,262+228.5% | $4,761+125.0% |
| Participant deferral / active EE | $7,172 | $4,348+64.9% | $3,963+80.9% | $5,982+19.9% |
| Admin fee / account holder | $1,087 | $6,501-83.3% | $5,611-80.6% | $11,246-90.3% |