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 | $190,417 | $102,317+86.1% | $146,958+29.6% | $80,856+135.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.00% | 134.76%-120.8pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $8,631 | $3,713+132.5% | $4,933+75.0% | $2,755+213.3% |
| Participant deferral / active EE | $9,411 | $6,644+41.7% | $8,070+16.6% | $4,296+119.1% |
| Admin fee / account holder | $3,082 | $7,941-61.2% | $12,998-76.3% | $6,918-55.4% |