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 | $241,598 | $179,726+34.4% | $156,263+54.6% | $142,382+69.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.31% | 77.86%-59.5pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $9,758 | $5,069+92.5% | $4,333+125.2% | $4,299+127.0% |
| Participant deferral / active EE | $15,745 | $6,956+126.3% | $6,158+155.7% | $6,507+142.0% |
| Admin fee / account holder | $4,441 | $17,272-74.3% | $14,255-68.8% | $12,624-64.8% |