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 | $219,621 | $84,695+159.3% | $73,843+197.4% | $125,391+75.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 351.84% | 3123.53%-2771.7pp | 2267.84%-1916.0pp | 282.22%+69.6pp |
| Employer contribution / active EE | $16,125 | $3,123+416.3% | $2,787+478.5% | $4,866+231.4% |
| Participant deferral / active EE | $8,474 | $3,992+112.2% | $3,583+136.5% | $5,352+58.3% |
| Admin fee / account holder | $3,666 | $5,691-35.6% | $4,880-24.9% | $9,540-61.6% |