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 | $149,404 | $148,534+0.6% | $135,903+9.9% | $139,434+7.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.98% | 79.19%-62.2pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $9,365 | $5,243+78.6% | $4,856+92.8% | $4,751+97.1% |
| Participant deferral / active EE | $14,955 | $8,100+84.6% | $7,758+92.8% | $6,710+122.9% |
| Admin fee / account holder | $24,356 | $12,400+96.4% | $10,762+126.3% | $11,403+113.6% |