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 | $179,098 | $81,208+120.5% | $98,907+81.1% | $79,858+124.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 10.94% | 60.99%-50.1pp | 196.43%-185.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $6,865 | $1,960+250.3% | $2,689+155.3% | $2,471+177.9% |
| Participant deferral / active EE | $4,352 | $3,265+33.3% | $4,244+2.5% | $3,740+16.4% |
| Admin fee / account holder | $302 | $6,013-95.0% | $6,642-95.5% | $5,306-94.3% |