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 | $237,611 | $104,251+127.9% | $91,001+161.1% | $147,584+61.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.99% | 27.06%-9.1pp | 4.60%+13.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $14,382 | $3,116+361.6% | $2,456+485.7% | $4,876+194.9% |
| Participant deferral / active EE | $8,329 | $4,195+98.5% | $3,547+134.8% | $5,439+53.1% |
| Admin fee / account holder | $889 | $8,948-90.1% | $5,417-83.6% | $10,885-91.8% |