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 | $72,400+49.3% | $67,502+60.1% | $145,922-25.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.53% | 7182.46%-7164.9pp | 3512.12%-3494.6pp | 561.29%-543.8pp |
| Employer contribution / active EE | $5,875 | $3,069+91.4% | $2,731+115.1% | $4,660+26.1% |
| Participant deferral / active EE | $8,887 | $4,783+85.8% | $4,000+122.2% | $6,688+32.9% |
| Admin fee / account holder | $18,578 | $5,539+235.4% | $3,998+364.7% | $13,397+38.7% |