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 | $79,619 | $180,749-56.0% | $160,784-50.5% | $137,256-42.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.19% | 2234.46%-2221.3pp | 1803.92%-1790.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $7,604 | $4,155+83.0% | $3,733+103.7% | $4,156+83.0% |
| Participant deferral / active EE | $3,775 | $6,844-44.8% | $6,293-40.0% | $6,407-41.1% |
| Admin fee / account holder | $22,468 | $10,397+116.1% | $9,717+131.2% | $12,270+83.1% |