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 | $219,338 | $175,202+25.2% | $149,673+46.5% | $139,434+57.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.95% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $15,317 | $5,474+179.8% | $4,818+217.9% | $4,751+222.4% |
| Participant deferral / active EE | $8,980 | $6,519+37.8% | $5,680+58.1% | $6,710+33.8% |
| Admin fee / account holder | $53,690 | $16,150+232.4% | $13,210+306.4% | $11,403+370.9% |