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 | $193,722 | $102,317+89.3% | $146,958+31.8% | $80,856+139.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.92% | 134.76%-116.8pp | 418.34%-400.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $45,459 | $3,713+1124.3% | $4,933+821.5% | $2,755+1550.2% |
| Participant deferral / active EE | $8,034 | $6,644+20.9% | $8,070-0.4% | $4,296+87.0% |
| Admin fee / account holder | $26,080 | $7,941+228.4% | $12,998+100.6% | $6,918+277.0% |