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 9-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 | $109,424 | $53,516+104.5% | $126,539-13.5% | $84,808+29.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 17.80% | 58.34%-40.5pp | 425.95%-408.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $10,970 | $1,535+614.7% | $3,674+198.6% | $2,631+316.9% |
| Participant deferral / active EE | $8,183 | $2,671+206.4% | $4,083+100.4% | $4,212+94.3% |
| Admin fee / account holder | $5,215 | $4,497+16.0% | $6,065-14.0% | $7,344-29.0% |