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 | $221,398 | $94,625+134.0% | $116,228+90.5% | $84,808+161.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 14.45% | 20.40%-6.0pp | 90.06%-75.6pp | 40.90%-26.5pp |
| Employer contribution / active EE | $6,000 | $2,347+155.7% | $2,994+100.4% | $2,631+128.1% |
| Participant deferral / active EE | $6,122 | $3,972+54.1% | $4,953+23.6% | $4,212+45.4% |
| Admin fee / account holder | $62,941 | $10,091+523.7% | $11,989+425.0% | $7,344+757.1% |