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 | $203,371 | $121,625+67.2% | $104,607+94.4% | $158,922+28.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.02% | 465.26%-456.2pp | 340.46%-331.4pp | 302.83%-293.8pp |
| Employer contribution / active EE | $3,580 | $3,163+13.2% | $2,681+33.5% | $4,761-24.8% |
| Participant deferral / active EE | $8,402 | $4,177+101.1% | $3,740+124.7% | $5,982+40.4% |
| Admin fee / account holder | $2,791 | $7,787-64.2% | $6,473-56.9% | $11,246-75.2% |