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 | $228,267 | $111,814+104.1% | $103,374+120.8% | $145,959+56.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.58% | 24.77%-15.2pp | 24.89%-15.3pp | 561.95%-552.4pp |
| Employer contribution / active EE | $32,426 | $4,214+669.5% | $3,869+738.0% | $4,661+595.7% |
| Participant deferral / active EE | $20,333 | $5,618+261.9% | $5,058+302.0% | $6,689+204.0% |
| Admin fee / account holder | $6,406 | $9,754-34.3% | $8,394-23.7% | $13,398-52.2% |