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 | $233,138 | $58,927+295.6% | $76,817+203.5% | $72,985+219.4% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.63% | 2305.64%-2287.0pp | 1166.11%-1147.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $6,638 | $1,787+271.5% | $2,302+188.4% | $2,440+172.1% |
| Participant deferral / active EE | $5,420 | $2,690+101.4% | $3,336+62.5% | $3,607+50.2% |
| Admin fee / account holder | $8,369 | $4,013+108.6% | $6,420+30.4% | $5,124+63.3% |