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 | $236,546 | $108,919+117.2% | $100,391+135.6% | $145,922+62.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.81% | 57.88%-34.1pp | 49.20%-25.4pp | 561.29%-537.5pp |
| Employer contribution / active EE | $22,708 | $4,419+413.8% | $3,942+476.1% | $4,660+387.3% |
| Participant deferral / active EE | $8,265 | $8,445-2.1% | $8,082+2.3% | $6,688+23.6% |
| Admin fee / account holder | $6,909 | $9,689-28.7% | $7,899-12.5% | $13,397-48.4% |