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 | $130,156 | $100,852+29.1% | $90,404+44.0% | $158,922-18.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.63% | 1724.20%-1712.6pp | 1293.02%-1281.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $8,231 | $3,689+123.2% | $3,262+152.3% | $4,761+72.9% |
| Participant deferral / active EE | $6,206 | $4,348+42.7% | $3,963+56.6% | $5,982+3.7% |
| Admin fee / account holder | $41,484 | $6,501+538.1% | $5,611+639.4% | $11,246+268.9% |