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 | $242,227 | $95,561+153.5% | $77,163+213.9% | $139,434+73.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.66% | 54.92%-34.3pp | 37.87%-17.2pp | 372.94%-352.3pp |
| Employer contribution / active EE | $6,818 | $3,147+116.6% | $2,535+169.0% | $4,751+43.5% |
| Participant deferral / active EE | $7,087 | $4,624+53.3% | $3,833+84.9% | $6,710+5.6% |
| Admin fee / account holder | $1,585 | $8,295-80.9% | $5,472-71.0% | $11,403-86.1% |