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 | $152,844 | $63,861+139.3% | $104,607+46.1% | $79,858+91.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 21.69% | 21.30%+0.4pp | 340.46%-318.8pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,734 | $1,588+72.1% | $2,681+2.0% | $2,471+10.6% |
| Participant deferral / active EE | $4,324 | $2,693+60.5% | $3,740+15.6% | $3,740+15.6% |
| Admin fee / account holder | $992 | $4,185-76.3% | $6,473-84.7% | $5,306-81.3% |