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 3-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 | $211,404 | $109,904+92.4% | $97,167+117.6% | $145,959+44.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.65% | 243.43%-229.8pp | 75.27%-61.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $16,988 | $3,084+450.8% | $2,729+522.5% | $4,661+264.5% |
| Participant deferral / active EE | $10,578 | $4,676+126.2% | $4,264+148.1% | $6,689+58.2% |
| Admin fee / account holder | $1,688 | $6,216-72.8% | $5,650-70.1% | $13,398-87.4% |