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 | $189,294 | $112,096+68.9% | $95,952+97.3% | $158,922+19.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.66% | 171.09%-162.4pp | 91.61%-82.9pp | 302.83%-294.2pp |
| Employer contribution / active EE | $8,775 | $3,198+174.4% | $2,541+245.3% | $4,761+84.3% |
| Participant deferral / active EE | $3,058 | $4,784-36.1% | $4,167-26.6% | $5,982-48.9% |
| Admin fee / account holder | $9,898 | $10,130-2.3% | $6,795+45.7% | $11,246-12.0% |