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 | $204,759 | $165,912+23.4% | $122,332+67.4% | $147,584+38.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.94% | 34.55%-20.6pp | 30.27%-16.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $21,825 | $5,754+279.3% | $4,050+438.8% | $4,876+347.6% |
| Participant deferral / active EE | $9,000 | $4,005+124.7% | $3,287+173.8% | $5,439+65.5% |
| Admin fee / account holder | $1,332 | $7,424-82.1% | $5,478-75.7% | $10,885-87.8% |