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 | $223,163 | $166,020+34.4% | $164,866+35.4% | $145,959+52.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.10% | 100.08%-89.0pp | 69.97%-58.9pp | 561.95%-550.8pp |
| Employer contribution / active EE | $11,747 | $5,275+122.7% | $4,343+170.5% | $4,661+152.0% |
| Participant deferral / active EE | $10,980 | $6,961+57.7% | $6,033+82.0% | $6,689+64.2% |
| Admin fee / account holder | $16,565 | $16,644-0.5% | $12,689+30.5% | $13,398+23.6% |