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 | $233,632 | $232,540+0.5% | $185,117+26.2% | $147,584+58.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.80% | 43.03%-24.2pp | 40.50%-21.7pp | 578.55%-559.7pp |
| Employer contribution / active EE | $13,648 | $5,195+162.7% | $4,182+226.4% | $4,876+179.9% |
| Participant deferral / active EE | $14,685 | $5,834+151.7% | $5,045+191.1% | $5,439+170.0% |
| Admin fee / account holder | $669 | $10,275-93.5% | $8,159-91.8% | $10,885-93.8% |