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 | $183,578 | $102,317+79.4% | $146,958+24.9% | $80,856+127.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.77% | 134.76%-116.0pp | 418.34%-399.6pp | 35.59%-16.8pp |
| Employer contribution / active EE | $7,655 | $3,713+106.2% | $4,933+55.2% | $2,755+177.9% |
| Participant deferral / active EE | $10,991 | $6,644+65.4% | $8,070+36.2% | $4,296+155.9% |
| Admin fee / account holder | $13,424 | $7,941+69.0% | $12,998+3.3% | $6,918+94.1% |