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 | $226,509 | $78,422+188.8% | $95,952+136.1% | $79,858+183.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.70% | 19.37%-2.7pp | 91.61%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $11,987 | $1,945+516.3% | $2,541+371.7% | $2,471+385.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,087 | $5,622+61.6% | $6,795+33.7% | $5,306+71.3% |