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 | $231,565 | $154,117+50.3% | $129,995+78.1% | $139,434+66.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.64% | 32.48%-13.8pp | -137.18%+155.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $4,240 | $5,289-19.8% | $4,320-1.9% | $4,751-10.8% |
| Participant deferral / active EE | $9,120 | $6,710+35.9% | $5,820+56.7% | $6,710+35.9% |
| Admin fee / account holder | $5,254 | $14,007-62.5% | $10,614-50.5% | $11,403-53.9% |