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 | $204,401 | $148,534+37.6% | $135,903+50.4% | $139,434+46.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.02% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $12,755 | $5,243+143.3% | $4,856+162.7% | $4,751+168.5% |
| Participant deferral / active EE | $13,037 | $8,100+60.9% | $7,758+68.0% | $6,710+94.3% |
| Admin fee / account holder | $1,996 | $12,400-83.9% | $10,762-81.5% | $11,403-82.5% |