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 | $111,696 | $56,199+98.8% | $67,652+65.1% | $59,632+87.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 4.46% | 18505.31%-18500.9pp | 6625.04%-6620.6pp | 2041.28%-2036.8pp |
| Employer contribution / active EE | $3,296 | $1,614+104.2% | $2,266+45.5% | $2,203+49.6% |
| Participant deferral / active EE | $8,833 | $2,844+210.6% | $3,560+148.1% | $3,192+176.8% |
| Admin fee / account holder | $712 | $3,958-82.0% | $4,821-85.2% | $4,297-83.4% |