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 | $122,274 | $100,852+21.2% | $90,404+35.3% | $158,922-23.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.50% | 1724.20%-1711.7pp | 1293.02%-1280.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $10,772 | $3,689+192.0% | $3,262+230.2% | $4,761+126.3% |
| Participant deferral / active EE | $9,712 | $4,348+123.4% | $3,963+145.0% | $5,982+62.3% |
| Admin fee / account holder | $704 | $6,501-89.2% | $5,611-87.4% | $11,246-93.7% |