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 | $165,805 | $102,317+62.1% | $146,958+12.8% | $80,856+105.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.65% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $10,220 | $3,713+175.3% | $4,933+107.2% | $2,755+271.0% |
| Participant deferral / active EE | $8,776 | $6,644+32.1% | $8,070+8.8% | $4,296+104.3% |
| Admin fee / account holder | $3,601 | $7,941-54.6% | $12,998-72.3% | $6,918-47.9% |