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 | $184,301 | $91,538+101.3% | $129,995+41.8% | $75,163+145.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.38% | -631.11%+647.5pp | -137.18%+153.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $9,557 | $2,845+235.9% | $4,320+121.2% | $2,670+258.0% |
| Participant deferral / active EE | $7,985 | $4,341+83.9% | $5,820+37.2% | $4,125+93.6% |
| Admin fee / account holder | $1,096 | $6,790-83.9% | $10,614-89.7% | $5,651-80.6% |