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 | $237,930 | $124,281+91.4% | $109,143+118.0% | $167,490+42.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.52% | 26.04%-12.5pp | 25.75%-12.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,849 | $4,207-8.5% | $3,722+3.4% | $4,837-20.4% |
| Participant deferral / active EE | $10,079 | $5,255+91.8% | $4,653+116.6% | $6,341+58.9% |
| Admin fee / account holder | $13,671 | $7,970+71.5% | $6,752+102.5% | $12,309+11.1% |