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 | $162,224 | $95,971+69.0% | $74,550+117.6% | $135,375+19.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 9.27% | 56.96%-47.7pp | 32.53%-23.3pp | 519.73%-510.5pp |
| Employer contribution / active EE | $6,694 | $2,716+146.5% | $1,961+241.4% | $4,779+40.1% |
| Participant deferral / active EE | $13,138 | $3,843+241.8% | $3,108+322.7% | $5,609+134.2% |
| Admin fee / account holder | $1,782 | $6,522-72.7% | $5,060-64.8% | $10,827-83.5% |