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 | $238,210 | $97,757+143.7% | $83,848+184.1% | $135,375+76.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.54% | 1287.37%-1284.8pp | 850.88%-848.3pp | 519.73%-517.2pp |
| Employer contribution / active EE | $28,631 | $4,222+578.2% | $3,631+688.6% | $4,779+499.1% |
| Participant deferral / active EE | $17,096 | $4,682+265.1% | $4,082+318.9% | $5,609+204.8% |
| Admin fee / account holder | $1,149 | $6,674-82.8% | $5,478-79.0% | $10,827-89.4% |