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 | $209,170 | $148,534+40.8% | $135,903+53.9% | $139,434+50.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.55% | 79.19%-62.6pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $8,585 | $5,243+63.7% | $4,856+76.8% | $4,751+80.7% |
| Participant deferral / active EE | $11,644 | $8,100+43.7% | $7,758+50.1% | $6,710+73.5% |
| Admin fee / account holder | $594 | $12,400-95.2% | $10,762-94.5% | $11,403-94.8% |