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 | $87,588 | $72,396+21.0% | $67,511+29.7% | $145,959-40.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.85% | 7194.07%-7179.2pp | 3517.41%-3502.6pp | 561.95%-547.1pp |
| Employer contribution / active EE | $8,086 | $3,071+163.3% | $2,733+195.9% | $4,661+73.5% |
| Participant deferral / active EE | $9,447 | $4,781+97.6% | $4,000+136.2% | $6,689+41.2% |
| Admin fee / account holder | $28,742 | $5,538+419.0% | $3,999+618.8% | $13,398+114.5% |