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 | $225,830 | $148,534+52.0% | $135,903+66.2% | $139,434+62.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.40% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $7,569 | $5,243+44.4% | $4,856+55.9% | $4,751+59.3% |
| Participant deferral / active EE | $11,688 | $8,100+44.3% | $7,758+50.7% | $6,710+74.2% |
| Admin fee / account holder | $4,320 | $12,400-65.2% | $10,762-59.9% | $11,403-62.1% |