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 | $231,403 | $148,534+55.8% | $135,903+70.3% | $139,434+66.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.62% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,467 | $5,243-72.0% | $4,856-69.8% | $4,751-69.1% |
| Participant deferral / active EE | $9,466 | $8,100+16.9% | $7,758+22.0% | $6,710+41.1% |
| Admin fee / account holder | $835 | $12,400-93.3% | $10,762-92.2% | $11,403-92.7% |