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 | $249,228 | $201,259+23.8% | $184,200+35.3% | $145,959+70.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.20% | 28.98%-14.8pp | 28.80%-14.6pp | 561.95%-547.7pp |
| Employer contribution / active EE | $20,968 | $7,018+198.8% | $6,424+226.4% | $4,661+349.9% |
| Participant deferral / active EE | $16,388 | $9,806+67.1% | $9,132+79.5% | $6,689+145.0% |
| Admin fee / account holder | $965 | $16,372-94.1% | $13,907-93.1% | $13,398-92.8% |