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 | $229,941 | $154,117+49.2% | $129,995+76.9% | $139,434+64.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.91% | 32.48%-15.6pp | -137.18%+154.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,198 | $5,289-77.3% | $4,320-72.3% | $4,751-74.8% |
| Participant deferral / active EE | $7,500 | $6,710+11.8% | $5,820+28.9% | $6,710+11.8% |
| Admin fee / account holder | $2,258 | $14,007-83.9% | $10,614-78.7% | $11,403-80.2% |