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 | $134,487 | $165,984-19.0% | $164,813-18.4% | $145,922-7.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.24% | 100.03%-88.8pp | 69.93%-58.7pp | 561.29%-550.0pp |
| Employer contribution / active EE | $19,133 | $5,273+262.8% | $4,341+340.8% | $4,660+310.6% |
| Participant deferral / active EE | $11,620 | $6,959+67.0% | $6,031+92.7% | $6,688+73.8% |
| Admin fee / account holder | $1,531 | $16,648-90.8% | $12,690-87.9% | $13,397-88.6% |