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 | $194,437 | $124,185+56.6% | $108,410+79.4% | $167,490+16.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.69% | 1379.64%-1364.0pp | 905.27%-889.6pp | 478.56%-462.9pp |
| Employer contribution / active EE | $9,820 | $4,187+134.6% | $3,558+176.0% | $4,837+103.0% |
| Participant deferral / active EE | $6,178 | $6,908-10.6% | $6,563-5.9% | $6,341-2.6% |
| Admin fee / account holder | $3,685 | $9,455-61.0% | $7,295-49.5% | $12,309-70.1% |