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 | $233,107 | $154,117+51.3% | $129,995+79.3% | $139,434+67.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.80% | 32.48%-18.7pp | -137.18%+151.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $22,385 | $5,289+323.2% | $4,320+418.2% | $4,751+371.2% |
| Participant deferral / active EE | $11,400 | $6,710+69.9% | $5,820+95.9% | $6,710+69.9% |
| Admin fee / account holder | $2,280 | $14,007-83.7% | $10,614-78.5% | $11,403-80.0% |