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 | $229,391 | $102,604+123.6% | $86,188+166.2% | $139,434+64.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.63% | 1922.51%-1904.9pp | 1168.45%-1150.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $6,892 | $3,032+127.3% | $2,380+189.6% | $4,751+45.1% |
| Participant deferral / active EE | $8,308 | $4,676+77.7% | $3,985+108.5% | $6,710+23.8% |
| Admin fee / account holder | $8,455 | $8,657-2.3% | $6,852+23.4% | $11,403-25.8% |