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 | $175,793 | $52,519+234.7% | $155,790+12.8% | $59,632+194.8% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 0.77% | 53.51%-52.7pp | 71.54%-70.8pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $2,449 | $1,589+54.1% | $3,836-36.2% | $2,203+11.2% |
| Participant deferral / active EE | $13,346 | $3,084+332.7% | $4,797+178.2% | $3,192+318.1% |
| Admin fee / account holder | $2,957 | $3,540-16.5% | $7,478-60.5% | $4,297-31.2% |