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 | $218,069 | $72,400+201.2% | $67,502+223.1% | $145,922+49.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.41% | 7182.46%-7172.1pp | 3512.12%-3501.7pp | 561.29%-550.9pp |
| Employer contribution / active EE | $6,634 | $3,069+116.1% | $2,731+142.9% | $4,660+42.4% |
| Participant deferral / active EE | $5,867 | $4,783+22.7% | $4,000+46.7% | $6,688-12.3% |
| Admin fee / account holder | $4,128 | $5,539-25.5% | $3,998+3.3% | $13,397-69.2% |