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 | $245,893 | $155,788+57.8% | $124,672+97.2% | $167,490+46.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.21% | 17.97%-4.8pp | 5142.93%-5129.7pp | 478.56%-465.3pp |
| Employer contribution / active EE | $5,537 | $4,163+33.0% | $3,324+66.6% | $4,837+14.5% |
| Participant deferral / active EE | $4,249 | $5,673-25.1% | $4,614-7.9% | $6,341-33.0% |
| Admin fee / account holder | $120,929 | $9,531+1168.8% | $7,493+1513.9% | $12,309+882.4% |