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 | $242,947 | $111,754+117.4% | $103,333+135.1% | $145,922+66.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.02% | 24.77%-10.7pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,107 | $4,212-26.2% | $3,868-19.7% | $4,660-33.3% |
| Participant deferral / active EE | $8,917 | $5,619+58.7% | $5,057+76.3% | $6,688+33.3% |
| Admin fee / account holder | $360 | $9,750-96.3% | $8,355-95.7% | $13,397-97.3% |