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 | $185,193 | $152,587+21.4% | $125,175+47.9% | $152,861+21.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.56% | 54.84%-32.3pp | 43.79%-21.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $18,954 | $4,946+283.2% | $3,865+390.3% | $4,762+298.0% |
| Participant deferral / active EE | $8,079 | $5,868+37.7% | $4,937+63.7% | $5,850+38.1% |
| Admin fee / account holder | $9,230 | $13,434-31.3% | $9,702-4.9% | $11,596-20.4% |