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 | $212,091 | $111,754+89.8% | $103,333+105.2% | $145,922+45.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.18% | 24.77%-14.6pp | 24.88%-14.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,935 | $4,212-30.3% | $3,868-24.1% | $4,660-37.0% |
| Participant deferral / active EE | $12,917 | $5,619+129.9% | $5,057+155.4% | $6,688+93.1% |
| Admin fee / account holder | $1,297 | $9,750-86.7% | $8,355-84.5% | $13,397-90.3% |