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 | $230,460 | $113,935+102.3% | $94,224+144.6% | $125,391+83.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 6.99% | 5.29%+1.7pp | 10.68%-3.7pp | 282.22%-275.2pp |
| Employer contribution / active EE | $18,083 | $4,727+282.5% | $3,587+404.2% | $4,866+271.6% |
| Participant deferral / active EE | $7,685 | $5,179+48.4% | $4,320+77.9% | $5,352+43.6% |
| Admin fee / account holder | $2,131 | $8,391-74.6% | $6,269-66.0% | $9,540-77.7% |