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 | $154,903 | $148,534+4.3% | $135,903+14.0% | $139,434+11.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.46% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,575 | $5,243-31.8% | $4,856-26.4% | $4,751-24.8% |
| Participant deferral / active EE | $10,960 | $8,100+35.3% | $7,758+41.3% | $6,710+63.3% |
| Admin fee / account holder | $32,580 | $12,400+162.7% | $10,762+202.7% | $11,403+185.7% |