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 | $244,973 | $154,117+59.0% | $129,995+88.4% | $139,434+75.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.71% | 32.48%-18.8pp | -137.18%+150.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $9,356 | $5,289+76.9% | $4,320+116.6% | $4,751+96.9% |
| Participant deferral / active EE | $7,365 | $6,710+9.8% | $5,820+26.5% | $6,710+9.8% |
| Admin fee / account holder | $1,257 | $14,007-91.0% | $10,614-88.2% | $11,403-89.0% |