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 | $203,882 | $102,604+98.7% | $86,188+136.6% | $139,434+46.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.14% | 1922.51%-1900.4pp | 1168.45%-1146.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $3,815 | $3,032+25.8% | $2,380+60.3% | $4,751-19.7% |
| Participant deferral / active EE | $8,735 | $4,676+86.8% | $3,985+119.2% | $6,710+30.2% |
| Admin fee / account holder | $2,927 | $8,657-66.2% | $6,852-57.3% | $11,403-74.3% |