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 | $218,785 | $111,754+95.8% | $103,333+111.7% | $145,922+49.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.75% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,510 | $4,212-40.4% | $3,868-35.1% | $4,660-46.1% |
| Participant deferral / active EE | $6,828 | $5,619+21.5% | $5,057+35.0% | $6,688+2.1% |
| Admin fee / account holder | $15,512 | $9,750+59.1% | $8,355+85.7% | $13,397+15.8% |