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 | $186,434 | $117,381+58.8% | $99,443+87.5% | $152,861+22.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 17.62% | 31.87%-14.2pp | 30.72%-13.1pp | 345.32%-327.7pp |
| Employer contribution / active EE | $13,192 | $3,013+337.9% | $2,540+419.4% | $4,762+177.0% |
| Participant deferral / active EE | $3,476 | $4,086-14.9% | $3,619-4.0% | $5,850-40.6% |
| Admin fee / account holder | $2,363 | $7,631-69.0% | $6,250-62.2% | $11,596-79.6% |