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 9-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 | $140,215 | $185,822-24.5% | $169,993-17.5% | $139,434+0.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.72% | 60.50%-39.8pp | 53.37%-32.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $10,676 | $7,590+40.7% | $6,785+57.3% | $4,751+124.7% |
| Participant deferral / active EE | $17,602 | $11,622+51.5% | $10,408+69.1% | $6,710+162.3% |
| Admin fee / account holder | $4,932 | $15,381-67.9% | $12,815-61.5% | $11,403-56.7% |