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 | $190,316 | $102,604+85.5% | $86,188+120.8% | $139,434+36.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.36% | 1922.51%-1907.1pp | 1168.45%-1153.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $6,762 | $3,032+123.0% | $2,380+184.1% | $4,751+42.3% |
| Participant deferral / active EE | $5,287 | $4,676+13.1% | $3,985+32.7% | $6,710-21.2% |
| Admin fee / account holder | $14,370 | $8,657+66.0% | $6,852+109.7% | $11,403+26.0% |