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 | $220,413 | $165,984+32.8% | $164,813+33.7% | $145,922+51.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.95% | 100.03%-86.1pp | 69.93%-56.0pp | 561.29%-547.3pp |
| Employer contribution / active EE | $22,189 | $5,273+320.8% | $4,341+411.2% | $4,660+376.2% |
| Participant deferral / active EE | $13,271 | $6,959+90.7% | $6,031+120.0% | $6,688+98.4% |
| Admin fee / account holder | $9,588 | $16,648-42.4% | $12,690-24.4% | $13,397-28.4% |