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 | $94,263 | $177,572-46.9% | $154,803-39.1% | $142,382-33.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.70% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $21,046 | $4,810+337.5% | $4,305+388.8% | $4,299+389.5% |
| Participant deferral / active EE | $21,533 | $6,272+243.3% | $5,540+288.7% | $6,507+230.9% |
| Admin fee / account holder | $26,960 | $16,786+60.6% | $14,329+88.2% | $12,624+113.6% |