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 7-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 | $216,656 | $99,877+116.9% | $84,966+155.0% | $145,922+48.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.54% | 83.76%-74.2pp | 66.38%-56.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $13,592 | $3,231+320.6% | $2,727+398.4% | $4,660+191.7% |
| Participant deferral / active EE | $19,358 | $5,291+265.9% | $4,519+328.3% | $6,688+189.4% |
| Admin fee / account holder | $41,015 | $7,248+465.9% | $6,149+567.0% | $13,397+206.2% |