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 | $183,197 | $102,317+79.0% | $146,958+24.7% | $80,856+126.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.77% | 134.76%-116.0pp | 418.34%-399.6pp | 35.59%-16.8pp |
| Employer contribution / active EE | $4,132 | $3,713+11.3% | $4,933-16.2% | $2,755+50.0% |
| Participant deferral / active EE | $12,945 | $6,644+94.8% | $8,070+60.4% | $4,296+201.3% |
| Admin fee / account holder | $4,537 | $7,941-42.9% | $12,998-65.1% | $6,918-34.4% |