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 6-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 | $219,872 | $185,822+18.3% | $169,993+29.3% | $139,434+57.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.10% | 60.50%-43.4pp | 53.37%-36.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,470 | $7,590-41.1% | $6,785-34.1% | $4,751-5.9% |
| Participant deferral / active EE | $11,509 | $11,622-1.0% | $10,408+10.6% | $6,710+71.5% |
| Admin fee / account holder | $2,522 | $15,381-83.6% | $12,815-80.3% | $11,403-77.9% |