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 | $206,220 | $100,754+104.7% | $86,677+137.9% | $134,475+53.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 14.04% | 29.04%-15.0pp | 35.91%-21.9pp | 417.96%-403.9pp |
| Employer contribution / active EE | $12,850 | $3,489+268.3% | $2,836+353.0% | $4,740+171.1% |
| Participant deferral / active EE | $4,803 | $5,338-10.0% | $4,656+3.2% | $6,400-25.0% |
| Admin fee / account holder | $116,121 | $10,926+962.8% | $7,493+1449.7% | $11,426+916.3% |