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 | $194,348 | $150,440+29.2% | $136,294+42.6% | $147,584+31.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.78% | 1049.08%-1030.3pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $11,336 | $5,256+115.7% | $4,695+141.4% | $4,876+132.5% |
| Participant deferral / active EE | $6,778 | $6,630+2.2% | $6,247+8.5% | $5,439+24.6% |
| Admin fee / account holder | $5,462 | $10,905-49.9% | $9,243-40.9% | $10,885-49.8% |