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 | $183,845 | $83,902+119.1% | $167,512+9.8% | $84,808+116.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 14.13% | 91.55%-77.4pp | 1615.79%-1601.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $8,777 | $2,264+287.7% | $3,882+126.1% | $2,631+233.6% |
| Participant deferral / active EE | $7,768 | $4,442+74.9% | $6,405+21.3% | $4,212+84.4% |
| Admin fee / account holder | $9,923 | $7,915+25.4% | $9,769+1.6% | $7,344+35.1% |