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 | $156,059 | $58,927+164.8% | $76,817+103.2% | $72,985+113.8% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 19.79% | 2305.64%-2285.9pp | 1166.11%-1146.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $4,990 | $1,787+179.3% | $2,302+116.8% | $2,440+104.5% |
| Participant deferral / active EE | $5,848 | $2,690+117.4% | $3,336+75.3% | $3,607+62.1% |
| Admin fee / account holder | $15,454 | $4,013+285.1% | $6,420+140.7% | $5,124+201.6% |