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 | $158,303 | $83,902+88.7% | $167,512-5.5% | $84,808+86.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 16.31% | 91.55%-75.2pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $5,634 | $2,264+148.9% | $3,882+45.1% | $2,631+114.1% |
| Participant deferral / active EE | $10,992 | $4,442+147.4% | $6,405+71.6% | $4,212+161.0% |
| Admin fee / account holder | $3,194 | $7,915-59.6% | $9,769-67.3% | $7,344-56.5% |