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 | $236,528 | $185,822+27.3% | $169,993+39.1% | $139,434+69.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.04% | 60.50%-49.5pp | 53.37%-42.3pp | 372.94%-361.9pp |
| Employer contribution / active EE | $3,358 | $7,590-55.8% | $6,785-50.5% | $4,751-29.3% |
| Participant deferral / active EE | $7,266 | $11,622-37.5% | $10,408-30.2% | $6,710+8.3% |
| Admin fee / account holder | $6,625 | $15,381-56.9% | $12,815-48.3% | $11,403-41.9% |