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 | $197,093 | $113,339+73.9% | $94,993+107.5% | $147,584+33.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 8.90% | 20.77%-11.9pp | 27.12%-18.2pp | 578.55%-569.6pp |
| Employer contribution / active EE | $14,250 | $3,160+350.9% | $2,603+447.3% | $4,876+192.2% |
| Participant deferral / active EE | $15,324 | $3,777+305.7% | $3,317+362.0% | $5,439+181.8% |
| Admin fee / account holder | $1,037 | $6,063-82.9% | $4,960-79.1% | $10,885-90.5% |