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 7-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 | $239,186 | $111,754+114.0% | $103,333+131.5% | $145,922+63.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.54% | 24.77%-8.2pp | 24.88%-8.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $28,183 | $4,212+569.0% | $3,868+628.6% | $4,660+504.8% |
| Participant deferral / active EE | $18,185 | $5,619+223.7% | $5,057+259.6% | $6,688+171.9% |
| Admin fee / account holder | $1,422 | $9,750-85.4% | $8,355-83.0% | $13,397-89.4% |