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 | $217,688 | $99,341+119.1% | $84,750+156.9% | $273,961-20.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.83% | 22.93%-19.1pp | 22.78%-19.0pp | 41.45%-37.6pp |
| Employer contribution / active EE | $22,461 | $4,214+433.0% | $3,574+528.4% | $4,869+361.3% |
| Participant deferral / active EE | $18,000 | $4,269+321.6% | $3,712+385.0% | $5,287+240.5% |
| Admin fee / account holder | $1,235 | $6,644-81.4% | $5,332-76.8% | $10,132-87.8% |