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 | $211,770 | $110,261+92.1% | $95,745+121.2% | $139,434+51.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.55% | 27.11%-13.6pp | 28.35%-14.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $8,017 | $3,257+146.1% | $2,835+182.8% | $4,751+68.7% |
| Participant deferral / active EE | $5,586 | $4,676+19.5% | $4,245+31.6% | $6,710-16.7% |
| Admin fee / account holder | $5,560 | $6,613-15.9% | $5,678-2.1% | $11,403-51.2% |