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 | $210,119 | $102,317+105.4% | $146,958+43.0% | $80,856+159.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.33% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $11,875 | $3,713+219.8% | $4,933+140.7% | $2,755+331.1% |
| Participant deferral / active EE | $11,342 | $6,644+70.7% | $8,070+40.6% | $4,296+164.0% |
| Admin fee / account holder | $6,091 | $7,941-23.3% | $12,998-53.1% | $6,918-12.0% |