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 | $242,489 | $148,534+63.3% | $135,903+78.4% | $139,434+73.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.51% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $10,806 | $5,243+106.1% | $4,856+122.5% | $4,751+127.5% |
| Participant deferral / active EE | $7,163 | $8,100-11.6% | $7,758-7.7% | $6,710+6.7% |
| Admin fee / account holder | $9,660 | $12,400-22.1% | $10,762-10.2% | $11,403-15.3% |