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 | $153,097 | $100,852+51.8% | $90,404+69.3% | $158,922-3.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.17% | 1724.20%-1706.0pp | 1293.02%-1274.8pp | 302.83%-284.7pp |
| Employer contribution / active EE | $10,111 | $3,689+174.1% | $3,262+210.0% | $4,761+112.4% |
| Participant deferral / active EE | $5,334 | $4,348+22.7% | $3,963+34.6% | $5,982-10.8% |
| Admin fee / account holder | $3,800 | $6,501-41.6% | $5,611-32.3% | $11,246-66.2% |