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 | $210,690 | $148,534+41.8% | $135,903+55.0% | $139,434+51.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.39% | 79.19%-65.8pp | 68.23%-54.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $15,729 | $5,243+200.0% | $4,856+223.9% | $4,751+231.1% |
| Participant deferral / active EE | $11,818 | $8,100+45.9% | $7,758+52.3% | $6,710+76.1% |
| Admin fee / account holder | $871 | $12,400-93.0% | $10,762-91.9% | $11,403-92.4% |