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 | $232,094 | $132,634+75.0% | $115,768+100.5% | $137,256+69.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.84% | 160.70%-145.9pp | 100.46%-85.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $20,320 | $3,360+504.8% | $2,940+591.2% | $4,156+388.9% |
| Participant deferral / active EE | $8,204 | $5,619+46.0% | $4,917+66.9% | $6,407+28.0% |
| Admin fee / account holder | $49,238 | $15,028+227.6% | $12,439+295.8% | $12,270+301.3% |