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 | $111,331 | $81,208+37.1% | $98,907+12.6% | $79,858+39.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 17.09% | 60.99%-43.9pp | 196.43%-179.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $9,613 | $1,960+390.5% | $2,689+257.5% | $2,471+289.1% |
| Participant deferral / active EE | $6,196 | $3,265+89.8% | $4,244+46.0% | $3,740+65.7% |
| Admin fee / account holder | $1,659 | $6,013-72.4% | $6,642-75.0% | $5,306-68.7% |