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 | $208,006 | $99,020+110.1% | $86,590+140.2% | $147,584+40.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.90% | 1312.34%-1287.4pp | 964.84%-939.9pp | 578.55%-553.7pp |
| Employer contribution / active EE | $5,504 | $3,132+75.7% | $2,839+93.8% | $4,876+12.9% |
| Participant deferral / active EE | $9,761 | $3,972+145.7% | $3,609+170.5% | $5,439+79.5% |
| Admin fee / account holder | $20,842 | $5,710+265.0% | $4,906+324.8% | $10,885+91.5% |