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 | $149,905 | $95,266+57.4% | $82,389+81.9% | $142,382+5.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.09% | 25.74%-6.6pp | 28.67%-9.6pp | 217.08%-198.0pp |
| Employer contribution / active EE | $19,624 | $2,991+556.1% | $2,517+679.6% | $4,299+356.5% |
| Participant deferral / active EE | $8,169 | $4,809+69.9% | $4,155+96.6% | $6,507+25.5% |
| Admin fee / account holder | $266,320 | $8,563+3009.9% | $7,231+3583.2% | $12,624+2009.7% |