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 | $226,950 | $118,849+91.0% | $96,562+135.0% | $167,490+35.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.49% | 50.49%-41.0pp | 37.78%-28.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $3,155 | $3,120+1.1% | $2,356+33.9% | $4,837-34.8% |
| Participant deferral / active EE | $6,354 | $4,616+37.7% | $3,849+65.1% | $6,341+0.2% |
| Admin fee / account holder | $2,708 | $8,065-66.4% | $6,181-56.2% | $12,309-78.0% |