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 | $212,559 | $175,202+21.3% | $149,673+42.0% | $139,434+52.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.87% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.1pp |
| Employer contribution / active EE | $12,682 | $5,474+131.7% | $4,818+163.2% | $4,751+167.0% |
| Participant deferral / active EE | $8,087 | $6,519+24.1% | $5,680+42.4% | $6,710+20.5% |
| Admin fee / account holder | $4,975 | $16,150-69.2% | $13,210-62.3% | $11,403-56.4% |