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 | $191,611 | $102,317+87.3% | $146,958+30.4% | $80,856+137.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.40% | 134.76%-121.4pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $7,347 | $3,713+97.9% | $4,933+48.9% | $2,755+166.7% |
| Participant deferral / active EE | $12,642 | $6,644+90.3% | $8,070+56.7% | $4,296+194.3% |
| Admin fee / account holder | $6,791 | $7,941-14.5% | $12,998-47.8% | $6,918-1.8% |