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 | $162,682 | $96,635+68.3% | $86,612+87.8% | $139,434+16.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.39% | 106.41%-94.0pp | 591.07%-578.7pp | 372.94%-360.6pp |
| Employer contribution / active EE | $4,847 | $3,263+48.5% | $3,022+60.4% | $4,751+2.0% |
| Participant deferral / active EE | $9,174 | $4,836+89.7% | $4,438+106.7% | $6,710+36.7% |
| Admin fee / account holder | $80,981 | $6,408+1163.8% | $5,614+1342.4% | $11,403+610.2% |