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 | $164,987 | $83,902+96.6% | $167,512-1.5% | $84,808+94.5% |
| Participation rate | 81.8% | 66.5%+15.4pp | 77.1%+4.8pp | 68.3%+13.5pp |
| Annual return | 14.55% | 91.55%-77.0pp | 1615.79%-1601.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,775 | $2,264+66.7% | $3,882-2.7% | $2,631+43.5% |
| Participant deferral / active EE | $9,050 | $4,442+103.7% | $6,405+41.3% | $4,212+114.9% |
| Admin fee / account holder | $5,902 | $7,915-25.4% | $9,769-39.6% | $7,344-19.6% |