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 | $147,222 | $108,912+35.2% | $100,383+46.7% | $145,959+0.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.46% | 57.96%-45.5pp | 49.26%-36.8pp | 561.95%-549.5pp |
| Employer contribution / active EE | $9,249 | $4,423+109.1% | $3,944+134.5% | $4,661+98.4% |
| Participant deferral / active EE | $3,882 | $8,451-54.1% | $8,086-52.0% | $6,689-42.0% |
| Admin fee / account holder | $10,704 | $9,690+10.5% | $7,900+35.5% | $13,398-20.1% |