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 | $180,862 | $165,984+9.0% | $164,813+9.7% | $145,922+23.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.07% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.2pp |
| Employer contribution / active EE | $12,150 | $5,273+130.4% | $4,341+179.9% | $4,660+160.8% |
| Participant deferral / active EE | $18,264 | $6,959+162.4% | $6,031+202.8% | $6,688+173.1% |
| Admin fee / account holder | $5,831 | $16,648-65.0% | $12,690-54.0% | $13,397-56.5% |