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 | $72,400+21.0% | $67,502+29.8% | $145,922-40.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.85% | 7182.46%-7167.6pp | 3512.12%-3497.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $8,086 | $3,069+163.4% | $2,731+196.1% | $4,660+73.5% |
| Participant deferral / active EE | $9,447 | $4,783+97.5% | $4,000+136.2% | $6,688+41.3% |
| Admin fee / account holder | $28,742 | $5,539+418.9% | $3,998+619.0% | $13,397+114.5% |