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 | $126,181 | $56,199+124.5% | $67,652+86.5% | $59,632+111.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.27% | 18505.31%-18503.0pp | 6625.04%-6622.8pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $5,202 | $1,614+222.2% | $2,266+129.6% | $2,203+136.2% |
| Participant deferral / active EE | $3,901 | $2,844+37.2% | $3,560+9.6% | $3,192+22.2% |
| Admin fee / account holder | $3,760 | $3,958-5.0% | $4,821-22.0% | $4,297-12.5% |