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 | $205,690 | $108,919+88.8% | $100,391+104.9% | $145,922+41.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.74% | 57.88%-44.1pp | 49.20%-35.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,319 | $4,419-70.2% | $3,942-66.5% | $4,660-71.7% |
| Participant deferral / active EE | $14,208 | $8,445+68.2% | $8,082+75.8% | $6,688+112.4% |
| Admin fee / account holder | $1,548 | $9,689-84.0% | $7,899-80.4% | $13,397-88.4% |