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 7-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 | $165,108 | $102,317+61.4% | $146,958+12.4% | $80,856+104.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.00% | 134.76%-118.8pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $10,139 | $3,713+173.1% | $4,933+105.5% | $2,755+268.1% |
| Participant deferral / active EE | $15,409 | $6,644+131.9% | $8,070+90.9% | $4,296+258.7% |
| Admin fee / account holder | $1,432 | $7,941-82.0% | $12,998-89.0% | $6,918-79.3% |