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 | $190,206 | $148,534+28.1% | $135,903+40.0% | $139,434+36.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.25% | 79.19%-64.9pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $7,204 | $5,243+37.4% | $4,856+48.3% | $4,751+51.6% |
| Participant deferral / active EE | $11,421 | $8,100+41.0% | $7,758+47.2% | $6,710+70.2% |
| Admin fee / account holder | $28,473 | $12,400+129.6% | $10,762+164.6% | $11,403+149.7% |