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 | $185,046 | $58,927+214.0% | $76,817+140.9% | $72,985+153.5% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 21.54% | 2305.64%-2284.1pp | 1166.11%-1144.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $4,545 | $1,787+154.3% | $2,302+97.4% | $2,440+86.3% |
| Participant deferral / active EE | $4,177 | $2,690+55.3% | $3,336+25.2% | $3,607+15.8% |
| Admin fee / account holder | $12,338 | $4,013+207.5% | $6,420+92.2% | $5,124+140.8% |