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 | $213,670 | $58,927+262.6% | $76,817+178.2% | $72,985+192.8% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.76% | 2305.64%-2286.9pp | 1166.11%-1147.3pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,449 | $1,787+37.1% | $2,302+6.4% | $2,440+0.4% |
| Participant deferral / active EE | $12,087 | $2,690+349.3% | $3,336+262.3% | $3,607+235.1% |
| Admin fee / account holder | $38,702 | $4,013+864.5% | $6,420+502.8% | $5,124+655.3% |