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 | $204,674 | $148,534+37.8% | $135,903+50.6% | $139,434+46.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.52% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,954 | $5,243-24.6% | $4,856-18.6% | $4,751-16.8% |
| Participant deferral / active EE | $13,856 | $8,100+71.1% | $7,758+78.6% | $6,710+106.5% |
| Admin fee / account holder | $9,767 | $12,400-21.2% | $10,762-9.2% | $11,403-14.3% |