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 | $134,099 | $58,927+127.6% | $76,817+74.6% | $72,985+83.7% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 21.03% | 2305.64%-2284.6pp | 1166.11%-1145.1pp | 81.00%-60.0pp |
| Employer contribution / active EE | $5,376 | $1,787+200.9% | $2,302+133.5% | $2,440+120.4% |
| Participant deferral / active EE | $3,394 | $2,690+26.1% | $3,336+1.7% | $3,607-5.9% |
| Admin fee / account holder | $15,237 | $4,013+279.7% | $6,420+137.3% | $5,124+197.3% |