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 | $222,655 | $99,020+124.9% | $86,590+157.1% | $147,584+50.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.88% | 1312.34%-1297.5pp | 964.84%-950.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $5,227 | $3,132+66.9% | $2,839+84.1% | $4,876+7.2% |
| Participant deferral / active EE | $7,502 | $3,972+88.9% | $3,609+107.9% | $5,439+37.9% |
| Admin fee / account holder | $1,862 | $5,710-67.4% | $4,906-62.1% | $10,885-82.9% |