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 | $245,719 | $102,828+139.0% | $105,387+133.2% | $152,861+60.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.15% | 20.85%-0.7pp | 26.82%-6.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $6,725 | $4,473+50.4% | $4,213+59.6% | $4,762+41.2% |
| Participant deferral / active EE | $4,747 | $5,465-13.1% | $5,502-13.7% | $5,850-18.9% |
| Admin fee / account holder | $28,100 | $8,683+223.6% | $6,559+328.4% | $11,596+142.3% |