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 | $107,016 | $72,400+47.8% | $67,502+58.5% | $145,922-26.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.11% | 7182.46%-7171.3pp | 3512.12%-3501.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $6,994 | $3,069+127.9% | $2,731+156.1% | $4,660+50.1% |
| Participant deferral / active EE | $9,766 | $4,783+104.2% | $4,000+144.2% | $6,688+46.0% |
| Admin fee / account holder | $18,792 | $5,539+239.3% | $3,998+370.1% | $13,397+40.3% |