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 | $122,568 | $214,378-42.8% | $200,582-38.9% | $142,382-13.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.06% | 46.41%-30.3pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $19,015 | $6,841+177.9% | $6,419+196.2% | $4,299+342.3% |
| Participant deferral / active EE | $11,864 | $9,865+20.3% | $9,331+27.1% | $6,507+82.3% |
| Admin fee / account holder | $15,386 | $17,692-13.0% | $16,305-5.6% | $12,624+21.9% |