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 | $165,016 | $102,317+61.3% | $146,958+12.3% | $80,856+104.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.62% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $4,214 | $3,713+13.5% | $4,933-14.6% | $2,755+53.0% |
| Participant deferral / active EE | $11,183 | $6,644+68.3% | $8,070+38.6% | $4,296+160.3% |
| Admin fee / account holder | $4,530 | $7,941-43.0% | $12,998-65.2% | $6,918-34.5% |