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 | $183,340 | $185,822-1.3% | $169,993+7.9% | $139,434+31.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.80% | 60.50%-48.7pp | 53.37%-41.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $13,582 | $7,590+78.9% | $6,785+100.2% | $4,751+185.9% |
| Participant deferral / active EE | $9,581 | $11,622-17.6% | $10,408-7.9% | $6,710+42.8% |
| Admin fee / account holder | $218,614 | $15,381+1321.4% | $12,815+1605.9% | $11,403+1817.2% |