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 | $230,827 | $111,754+106.5% | $103,333+123.4% | $145,922+58.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.33% | 24.77%-12.4pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,286 | $4,212-45.7% | $3,868-40.9% | $4,660-50.9% |
| Participant deferral / active EE | $10,872 | $5,619+93.5% | $5,057+115.0% | $6,688+62.6% |
| Admin fee / account holder | $55,930 | $9,750+473.6% | $8,355+569.4% | $13,397+317.5% |