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 | $221,326 | $96,965+128.3% | $97,995+125.9% | $147,584+50.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 26.44% | 24.11%+2.3pp | 23.94%+2.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $8,331 | $4,536+83.7% | $4,158+100.4% | $4,876+70.9% |
| Participant deferral / active EE | $16,176 | $5,081+218.4% | $5,097+217.4% | $5,439+197.4% |
| Admin fee / account holder | $1,731 | $8,120-78.7% | $5,943-70.9% | $10,885-84.1% |