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 | $93,500 | $180,749-48.3% | $160,784-41.8% | $137,256-31.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.72% | 2234.46%-2221.7pp | 1803.92%-1791.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $12,761 | $4,155+207.1% | $3,733+241.9% | $4,156+207.0% |
| Participant deferral / active EE | $7,587 | $6,844+10.9% | $6,293+20.6% | $6,407+18.4% |
| Admin fee / account holder | $65,154 | $10,397+526.7% | $9,717+570.5% | $12,270+431.0% |