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 | $222,891 | $185,822+19.9% | $169,993+31.1% | $139,434+59.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.85% | 60.50%-39.6pp | 53.37%-32.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,803 | $7,590-63.1% | $6,785-58.7% | $4,751-41.0% |
| Participant deferral / active EE | $9,462 | $11,622-18.6% | $10,408-9.1% | $6,710+41.0% |
| Admin fee / account holder | $11,361 | $15,381-26.1% | $12,815-11.3% | $11,403-0.4% |