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 | $208,521 | $65,409+218.8% | $98,442+111.8% | $85,850+142.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.09% | 21.76%-8.7pp | 1492.73%-1479.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $6,945 | $2,168+220.4% | $2,960+134.7% | $2,565+170.8% |
| Participant deferral / active EE | $7,589 | $3,166+139.7% | $4,276+77.5% | $3,952+92.1% |
| Admin fee / account holder | $34,372 | $4,593+648.4% | $5,949+477.8% | $6,260+449.1% |