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 | $162,333 | $58,927+175.5% | $76,817+111.3% | $72,985+122.4% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 17.28% | 2305.64%-2288.4pp | 1166.11%-1148.8pp | 81.00%-63.7pp |
| Employer contribution / active EE | $2,419 | $1,787+35.4% | $2,302+5.1% | $2,440-0.8% |
| Participant deferral / active EE | $5,142 | $2,690+91.1% | $3,336+54.1% | $3,607+42.5% |
| Admin fee / account holder | $9,902 | $4,013+146.8% | $6,420+54.2% | $5,124+93.2% |