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 | $219,169 | $56,199+290.0% | $67,652+224.0% | $59,632+267.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.35% | 18505.31%-18504.0pp | 6625.04%-6623.7pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $5,338 | $1,614+230.7% | $2,266+135.6% | $2,203+142.4% |
| Participant deferral / active EE | $10,284 | $2,844+261.7% | $3,560+188.9% | $3,192+222.2% |
| Admin fee / account holder | $8,358 | $3,958+111.1% | $4,821+73.4% | $4,297+94.5% |