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 | $234,636 | $148,534+58.0% | $135,903+72.6% | $139,434+68.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.76% | 79.19%-57.4pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $16,675 | $5,243+218.0% | $4,856+243.4% | $4,751+251.0% |
| Participant deferral / active EE | $5,793 | $8,100-28.5% | $7,758-25.3% | $6,710-13.7% |
| Admin fee / account holder | $5,722 | $12,400-53.9% | $10,762-46.8% | $11,403-49.8% |