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 | $168,544 | $99,921+68.7% | $85,009+98.3% | $145,959+15.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.00% | 83.89%-74.9pp | 66.47%-57.5pp | 561.95%-553.0pp |
| Employer contribution / active EE | $6,478 | $3,233+100.4% | $2,728+137.4% | $4,661+39.0% |
| Participant deferral / active EE | $8,889 | $5,293+67.9% | $4,522+96.6% | $6,689+32.9% |
| Admin fee / account holder | $1,720 | $7,252-76.3% | $6,153-72.1% | $13,398-87.2% |