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 | $196,005 | $102,317+91.6% | $146,958+33.4% | $80,856+142.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 27.41% | 134.76%-107.3pp | 418.34%-390.9pp | 35.59%-8.2pp |
| Employer contribution / active EE | $3,822 | $3,713+2.9% | $4,933-22.5% | $2,755+38.7% |
| Participant deferral / active EE | $10,681 | $6,644+60.8% | $8,070+32.4% | $4,296+148.6% |
| Admin fee / account holder | $3,786 | $7,941-52.3% | $12,998-70.9% | $6,918-45.3% |