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 | $175,058 | $102,604+70.6% | $86,188+103.1% | $139,434+25.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.01% | 1922.51%-1913.5pp | 1168.45%-1159.4pp | 372.94%-363.9pp |
| Employer contribution / active EE | $9,000 | $3,032+196.8% | $2,380+278.1% | $4,751+89.4% |
| Participant deferral / active EE | $6,779 | $4,676+45.0% | $3,985+70.1% | $6,710+1.0% |
| Admin fee / account holder | $1,478 | $8,657-82.9% | $6,852-78.4% | $11,403-87.0% |