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 | $195,537 | $124,185+57.5% | $108,410+80.4% | $167,490+16.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.04% | 1379.64%-1364.6pp | 905.27%-890.2pp | 478.56%-463.5pp |
| Employer contribution / active EE | $8,762 | $4,187+109.3% | $3,558+146.2% | $4,837+81.1% |
| Participant deferral / active EE | $14,925 | $6,908+116.0% | $6,563+127.4% | $6,341+135.4% |
| Admin fee / account holder | $3,113 | $9,455-67.1% | $7,295-57.3% | $12,309-74.7% |