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 | $108,059 | $72,396+49.3% | $67,511+60.1% | $145,959-26.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.53% | 7194.07%-7176.5pp | 3517.41%-3499.9pp | 561.95%-544.4pp |
| Employer contribution / active EE | $5,875 | $3,071+91.3% | $2,733+115.0% | $4,661+26.0% |
| Participant deferral / active EE | $8,887 | $4,781+85.9% | $4,000+122.2% | $6,689+32.9% |
| Admin fee / account holder | $18,578 | $5,538+235.5% | $3,999+364.6% | $13,398+38.7% |