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 | $116,769 | $177,572-34.2% | $154,803-24.6% | $142,382-18.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.33% | 65.07%-42.7pp | 58.88%-36.6pp | 217.08%-194.7pp |
| Employer contribution / active EE | $14,246 | $4,810+196.1% | $4,305+230.9% | $4,299+231.4% |
| Participant deferral / active EE | $11,337 | $6,272+80.8% | $5,540+104.6% | $6,507+74.2% |
| Admin fee / account holder | $410 | $16,786-97.6% | $14,329-97.1% | $12,624-96.8% |