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 | $83,902+86.7% | $167,512-6.5% | $84,808+84.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 17.37% | 91.55%-74.2pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $13,017 | $2,264+475.0% | $3,882+235.4% | $2,631+394.8% |
| Participant deferral / active EE | $8,572 | $4,442+93.0% | $6,405+33.8% | $4,212+103.5% |
| Admin fee / account holder | $2,370 | $7,915-70.1% | $9,769-75.7% | $7,344-67.7% |