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 | $217,420 | $154,117+41.1% | $129,995+67.3% | $139,434+55.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.49% | 32.48%-17.0pp | -137.18%+152.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $5,820 | $5,289+10.0% | $4,320+34.7% | $4,751+22.5% |
| Participant deferral / active EE | $24,000 | $6,710+257.7% | $5,820+312.4% | $6,710+257.7% |
| Admin fee / account holder | $4,344 | $14,007-69.0% | $10,614-59.1% | $11,403-61.9% |