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 | $221,302 | $175,202+26.3% | $149,673+47.9% | $139,434+58.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.74% | 166.71%-153.0pp | 134.42%-120.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $23,507 | $5,474+329.4% | $4,818+387.9% | $4,751+394.8% |
| Participant deferral / active EE | $18,434 | $6,519+182.8% | $5,680+224.5% | $6,710+174.7% |
| Admin fee / account holder | $1,592 | $16,150-90.1% | $13,210-87.9% | $11,403-86.0% |