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 8-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 | $216,986 | $111,754+94.2% | $103,333+110.0% | $145,922+48.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $14,458 | $4,212+243.2% | $3,868+273.8% | $4,660+210.3% |
| Participant deferral / active EE | $12,231 | $5,619+117.7% | $5,057+141.8% | $6,688+82.9% |
| Admin fee / account holder | $1,783 | $9,750-81.7% | $8,355-78.7% | $13,397-86.7% |