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 | $94,443 | $185,822-49.2% | $169,993-44.4% | $139,434-32.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.21% | 60.50%-46.3pp | 53.37%-39.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $10,546 | $7,590+38.9% | $6,785+55.4% | $4,751+122.0% |
| Participant deferral / active EE | $5,099 | $11,622-56.1% | $10,408-51.0% | $6,710-24.0% |
| Admin fee / account holder | $20,656 | $15,381+34.3% | $12,815+61.2% | $11,403+81.2% |