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 | $153,272 | $52,279+193.2% | $89,391+71.5% | $79,858+91.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 24.61% | 22.16%+2.4pp | 245.62%-221.0pp | 31.71%-7.1pp |
| Employer contribution / active EE | $12,335 | $1,572+684.9% | $2,586+377.1% | $2,471+399.2% |
| Participant deferral / active EE | $12,083 | $2,740+340.9% | $3,890+210.6% | $3,740+223.1% |
| Admin fee / account holder | $811 | $3,356-75.8% | $4,881-83.4% | $5,306-84.7% |