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 | $202,587 | $108,919+86.0% | $100,391+101.8% | $145,922+38.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.46% | 57.88%-46.4pp | 49.20%-37.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $34,173 | $4,419+673.3% | $3,942+767.0% | $4,660+633.4% |
| Participant deferral / active EE | $19,297 | $8,445+128.5% | $8,082+138.8% | $6,688+188.5% |
| Admin fee / account holder | $2,306 | $9,689-76.2% | $7,899-70.8% | $13,397-82.8% |