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 | $157,583 | $72,396+117.7% | $67,511+133.4% | $145,959+8.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.11% | 7194.07%-7179.0pp | 3517.41%-3502.3pp | 561.95%-546.8pp |
| Employer contribution / active EE | $10,173 | $3,071+231.3% | $2,733+272.3% | $4,661+118.3% |
| Participant deferral / active EE | $7,419 | $4,781+55.2% | $4,000+85.5% | $6,689+10.9% |
| Admin fee / account holder | $1,317 | $5,538-76.2% | $3,999-67.1% | $13,398-90.2% |