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 | $248,090 | $99,877+148.4% | $84,966+192.0% | $145,922+70.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.88% | 83.76%-73.9pp | 66.38%-56.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $13,634 | $3,231+321.9% | $2,727+399.9% | $4,660+192.6% |
| Participant deferral / active EE | $3,640 | $5,291-31.2% | $4,519-19.5% | $6,688-45.6% |
| Admin fee / account holder | $9,660 | $7,248+33.3% | $6,149+57.1% | $13,397-27.9% |