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 | $194,800 | $148,534+31.1% | $135,903+43.3% | $139,434+39.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.67% | 79.19%-59.5pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $11,561 | $5,243+120.5% | $4,856+138.1% | $4,751+143.3% |
| Participant deferral / active EE | $5,525 | $8,100-31.8% | $7,758-28.8% | $6,710-17.7% |
| Admin fee / account holder | $1,935 | $12,400-84.4% | $10,762-82.0% | $11,403-83.0% |