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 | $218,626 | $185,822+17.7% | $169,993+28.6% | $139,434+56.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.25% | 60.50%-41.2pp | 53.37%-34.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,191 | $7,590-58.0% | $6,785-53.0% | $4,751-32.8% |
| Participant deferral / active EE | $15,141 | $11,622+30.3% | $10,408+45.5% | $6,710+125.6% |
| Admin fee / account holder | $230,398 | $15,381+1398.0% | $12,815+1697.9% | $11,403+1920.6% |