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 3-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 | $96,145 | $180,749-46.8% | $160,784-40.2% | $137,256-30.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.08% | 2234.46%-2212.4pp | 1803.92%-1781.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $9,037 | $4,155+117.5% | $3,733+142.1% | $4,156+117.4% |
| Participant deferral / active EE | $10,780 | $6,844+57.5% | $6,293+71.3% | $6,407+68.3% |
| Admin fee / account holder | $10,259 | $10,397-1.3% | $9,717+5.6% | $12,270-16.4% |