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 | $133,385 | $72,400+84.2% | $67,502+97.6% | $145,922-8.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.07% | 7182.46%-7172.4pp | 3512.12%-3502.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $12,687 | $3,069+313.4% | $2,731+364.6% | $4,660+172.3% |
| Participant deferral / active EE | $9,062 | $4,783+89.5% | $4,000+126.6% | $6,688+35.5% |
| Admin fee / account holder | $46,916 | $5,539+747.1% | $3,998+1073.6% | $13,397+250.2% |