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 | $186,228 | $154,117+20.8% | $129,995+43.3% | $139,434+33.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 32.48%-16.0pp | -137.18%+153.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $12,640 | $5,289+139.0% | $4,320+192.6% | $4,751+166.1% |
| Participant deferral / active EE | $7,118 | $6,710+6.1% | $5,820+22.3% | $6,710+6.1% |
| Admin fee / account holder | $2,538 | $14,007-81.9% | $10,614-76.1% | $11,403-77.7% |