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 | $189,266 | $44,850+322.0% | $60,547+212.6% | $59,632+217.4% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 1.72% | 1074.14%-1072.4pp | 335.64%-333.9pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $1,609 | $1,462+10.0% | $2,419-33.5% | $2,203-27.0% |
| Participant deferral / active EE | $10,665 | $2,230+378.3% | $3,328+220.5% | $3,192+234.2% |
| Admin fee / account holder | $10,032 | $3,635+176.0% | $4,536+121.2% | $4,297+133.5% |