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 | $161,489 | $72,400+123.1% | $67,502+139.2% | $145,922+10.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.25% | 7182.46%-7172.2pp | 3512.12%-3501.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $10,536 | $3,069+243.3% | $2,731+285.8% | $4,660+126.1% |
| Participant deferral / active EE | $7,683 | $4,783+60.6% | $4,000+92.1% | $6,688+14.9% |
| Admin fee / account holder | $1,429 | $5,539-74.2% | $3,998-64.3% | $13,397-89.3% |