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 | $200,665 | $56,199+257.1% | $67,652+196.6% | $59,632+236.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.73% | 18505.31%-18504.6pp | 6625.04%-6624.3pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $16,063 | $1,614+894.9% | $2,266+609.0% | $2,203+629.3% |
| Participant deferral / active EE | $7,886 | $2,844+177.3% | $3,560+121.5% | $3,192+147.1% |
| Admin fee / account holder | $17,030 | $3,958+330.2% | $4,821+253.3% | $4,297+296.3% |