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 | $161,627 | $100,852+60.3% | $90,404+78.8% | $158,922+1.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.02% | 1724.20%-1716.2pp | 1293.02%-1285.0pp | 302.83%-294.8pp |
| Employer contribution / active EE | $11,844 | $3,689+221.1% | $3,262+263.1% | $4,761+148.8% |
| Participant deferral / active EE | $5,876 | $4,348+35.2% | $3,963+48.3% | $5,982-1.8% |
| Admin fee / account holder | $3,227 | $6,501-50.4% | $5,611-42.5% | $11,246-71.3% |