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 | $235,605 | $111,754+110.8% | $103,333+128.0% | $145,922+61.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.15% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,285 | $4,212+1.7% | $3,868+10.8% | $4,660-8.0% |
| Participant deferral / active EE | $8,147 | $5,619+45.0% | $5,057+61.1% | $6,688+21.8% |
| Admin fee / account holder | $30,801 | $9,750+215.9% | $8,355+268.7% | $13,397+129.9% |