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 | $163,214 | $101,317+61.1% | $146,958+11.1% | $74,495+119.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.29% | 8730.91%-8714.6pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $2,838 | $3,810-25.5% | $4,933-42.5% | $2,623+8.2% |
| Participant deferral / active EE | $7,649 | $7,303+4.7% | $8,070-5.2% | $4,346+76.0% |
| Admin fee / account holder | $14,399 | $1,739+728.1% | $12,998+10.8% | $1,942+641.5% |