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 | $240,782 | $106,515+126.1% | $96,683+149.0% | $139,434+72.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.38% | 38.43%-25.0pp | 35.69%-22.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $24,264 | $4,103+491.4% | $3,737+549.3% | $4,751+410.7% |
| Participant deferral / active EE | $21,457 | $5,454+293.4% | $4,878+339.9% | $6,710+219.8% |
| Admin fee / account holder | $1,458 | $7,877-81.5% | $6,730-78.3% | $11,403-87.2% |