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 | $170,956 | $68,097+151.0% | $62,929+171.7% | $137,256+24.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.06% | 1859.11%-1843.1pp | 1063.93%-1047.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $5,383 | $2,811+91.5% | $2,505+114.9% | $4,156+29.5% |
| Participant deferral / active EE | $11,560 | $4,553+153.9% | $3,888+197.3% | $6,407+80.4% |
| Admin fee / account holder | $3,349 | $6,521-48.7% | $5,065-33.9% | $12,270-72.7% |