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 | $228,224 | $165,984+37.5% | $164,813+38.5% | $145,922+56.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.54% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.7pp |
| Employer contribution / active EE | $11,760 | $5,273+123.0% | $4,341+170.9% | $4,660+152.4% |
| Participant deferral / active EE | $11,248 | $6,959+61.6% | $6,031+86.5% | $6,688+68.2% |
| Admin fee / account holder | $886 | $16,648-94.7% | $12,690-93.0% | $13,397-93.4% |