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 | $121,621 | $111,754+8.8% | $103,333+17.7% | $145,922-16.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.49% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $5,530 | $4,212+31.3% | $3,868+43.0% | $4,660+18.7% |
| Participant deferral / active EE | $1,968 | $5,619-65.0% | $5,057-61.1% | $6,688-70.6% |
| Admin fee / account holder | $11,731 | $9,750+20.3% | $8,355+40.4% | $13,397-12.4% |