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 | $219,342 | $148,534+47.7% | $135,903+61.4% | $139,434+57.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.73% | 79.19%-64.5pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,487 | $5,243-33.5% | $4,856-28.2% | $4,751-26.6% |
| Participant deferral / active EE | $11,548 | $8,100+42.6% | $7,758+48.9% | $6,710+72.1% |
| Admin fee / account holder | $6,615 | $12,400-46.7% | $10,762-38.5% | $11,403-42.0% |