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 | $162,891 | $56,199+189.8% | $67,652+140.8% | $59,632+173.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.57% | 18505.31%-18502.7pp | 6625.04%-6622.5pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $3,622 | $1,614+124.4% | $2,266+59.9% | $2,203+64.5% |
| Participant deferral / active EE | $7,683 | $2,844+170.2% | $3,560+115.8% | $3,192+140.7% |
| Admin fee / account holder | $766 | $3,958-80.7% | $4,821-84.1% | $4,297-82.2% |