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 | $209,595 | $102,604+104.3% | $86,188+143.2% | $139,434+50.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.54% | 1922.51%-1906.0pp | 1168.45%-1151.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,443 | $3,032-19.5% | $2,380+2.6% | $4,751-48.6% |
| Participant deferral / active EE | $7,228 | $4,676+54.6% | $3,985+81.4% | $6,710+7.7% |
| Admin fee / account holder | $5,459 | $8,657-36.9% | $6,852-20.3% | $11,403-52.1% |