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 | $192,526 | $148,534+29.6% | $135,903+41.7% | $139,434+38.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.76% | 79.19%-60.4pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $10,498 | $5,243+100.2% | $4,856+116.2% | $4,751+121.0% |
| Participant deferral / active EE | $10,880 | $8,100+34.3% | $7,758+40.2% | $6,710+62.1% |
| Admin fee / account holder | $358 | $12,400-97.1% | $10,762-96.7% | $11,403-96.9% |