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 | $214,593 | $111,814+91.9% | $103,374+107.6% | $145,959+47.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.69% | 24.77%-10.1pp | 24.89%-10.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,267 | $4,214-46.2% | $3,869-41.4% | $4,661-51.4% |
| Participant deferral / active EE | $9,067 | $5,618+61.4% | $5,058+79.3% | $6,689+35.6% |
| Admin fee / account holder | $27,007 | $9,754+176.9% | $8,394+221.7% | $13,398+101.6% |