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 | $233,919 | $104,907+123.0% | $84,611+176.5% | $152,861+53.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.65% | 373.79%-349.1pp | 258.74%-234.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,286 | $3,302-0.5% | $2,652+23.9% | $4,762-31.0% |
| Participant deferral / active EE | $10,035 | $4,688+114.1% | $3,899+157.4% | $5,850+71.5% |
| Admin fee / account holder | $6,038 | $6,241-3.2% | $4,912+22.9% | $11,596-47.9% |