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 | $107,170 | $72,400+48.0% | $67,502+58.8% | $145,922-26.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.39% | 7182.46%-7170.1pp | 3512.12%-3499.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $5,412 | $3,069+76.3% | $2,731+98.2% | $4,660+16.2% |
| Participant deferral / active EE | $3,366 | $4,783-29.6% | $4,000-15.9% | $6,688-49.7% |
| Admin fee / account holder | $3,229 | $5,539-41.7% | $3,998-19.2% | $13,397-75.9% |