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 | $186,553 | $111,754+66.9% | $103,333+80.5% | $145,922+27.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.20% | 24.77%-11.6pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $5,006 | $4,212+18.8% | $3,868+29.4% | $4,660+7.4% |
| Participant deferral / active EE | $11,164 | $5,619+98.7% | $5,057+120.7% | $6,688+66.9% |
| Admin fee / account holder | $1,807 | $9,750-81.5% | $8,355-78.4% | $13,397-86.5% |