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 | $203,504 | $99,877+103.8% | $84,966+139.5% | $145,922+39.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.77% | 83.76%-75.0pp | 66.38%-57.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $9,973 | $3,231+208.6% | $2,727+265.7% | $4,660+114.0% |
| Participant deferral / active EE | $13,622 | $5,291+157.5% | $4,519+201.4% | $6,688+103.7% |
| Admin fee / account holder | $145,064 | $7,248+1901.5% | $6,149+2259.2% | $13,397+982.8% |