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 | $195,917 | $148,534+31.9% | $135,903+44.2% | $139,434+40.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.22% | 79.19%-64.0pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $10,818 | $5,243+106.3% | $4,856+122.8% | $4,751+127.7% |
| Participant deferral / active EE | $9,291 | $8,100+14.7% | $7,758+19.8% | $6,710+38.5% |
| Admin fee / account holder | $11,032 | $12,400-11.0% | $10,762+2.5% | $11,403-3.2% |