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 8-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 | $177,706 | $111,754+59.0% | $103,333+72.0% | $145,922+21.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.39% | 24.77%-14.4pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $13,298 | $4,212+215.7% | $3,868+243.8% | $4,660+185.4% |
| Participant deferral / active EE | $19,493 | $5,619+246.9% | $5,057+285.4% | $6,688+191.5% |
| Admin fee / account holder | $728 | $9,750-92.5% | $8,355-91.3% | $13,397-94.6% |