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 | $228,383 | $148,534+53.8% | $135,903+68.0% | $139,434+63.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.65% | 79.19%-62.5pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $8,536 | $5,243+62.8% | $4,856+75.8% | $4,751+79.7% |
| Participant deferral / active EE | $15,973 | $8,100+97.2% | $7,758+105.9% | $6,710+138.0% |
| Admin fee / account holder | $7,396 | $12,400-40.4% | $10,762-31.3% | $11,403-35.1% |