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 | $219,479 | $148,534+47.8% | $135,903+61.5% | $139,434+57.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.46% | 79.19%-62.7pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,883 | $5,243-45.0% | $4,856-40.6% | $4,751-39.3% |
| Participant deferral / active EE | $21,528 | $8,100+165.8% | $7,758+177.5% | $6,710+220.8% |
| Admin fee / account holder | $599 | $12,400-95.2% | $10,762-94.4% | $11,403-94.7% |