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 | $165,263 | $83,902+97.0% | $167,512-1.3% | $84,808+94.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 15.38% | 91.55%-76.2pp | 1615.79%-1600.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $10,221 | $2,264+351.5% | $3,882+163.3% | $2,631+288.5% |
| Participant deferral / active EE | $9,499 | $4,442+113.8% | $6,405+48.3% | $4,212+125.5% |
| Admin fee / account holder | $23,280 | $7,915+194.1% | $9,769+138.3% | $7,344+217.0% |