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 | $156,675 | $80,812+93.9% | $160,784-2.6% | $82,448+90.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 17.37% | 100.59%-83.2pp | 1803.92%-1786.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $13,017 | $2,174+498.8% | $3,733+248.7% | $2,551+410.3% |
| Participant deferral / active EE | $8,572 | $4,335+97.7% | $6,293+36.2% | $4,139+107.1% |
| Admin fee / account holder | $2,370 | $7,695-69.2% | $9,717-75.6% | $7,234-67.2% |