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 | $209,274 | $111,754+87.3% | $103,333+102.5% | $145,922+43.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.53% | 24.77%-10.2pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $11,081 | $4,212+163.0% | $3,868+186.5% | $4,660+137.8% |
| Participant deferral / active EE | $9,607 | $5,619+71.0% | $5,057+90.0% | $6,688+43.7% |
| Admin fee / account holder | $1,141 | $9,750-88.3% | $8,355-86.3% | $13,397-91.5% |