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 | $122,599 | $100,852+21.6% | $90,404+35.6% | $158,922-22.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.41% | 1724.20%-1709.8pp | 1293.02%-1278.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $5,418 | $3,689+46.9% | $3,262+66.1% | $4,761+13.8% |
| Participant deferral / active EE | $7,227 | $4,348+66.2% | $3,963+82.4% | $5,982+20.8% |
| Admin fee / account holder | $682 | $6,501-89.5% | $5,611-87.8% | $11,246-93.9% |