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 | $244,318 | $108,912+124.3% | $100,383+143.4% | $145,959+67.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.20% | 57.96%-47.8pp | 49.26%-39.1pp | 561.95%-551.8pp |
| Employer contribution / active EE | $3,791 | $4,423-14.3% | $3,944-3.9% | $4,661-18.7% |
| Participant deferral / active EE | $10,026 | $8,451+18.6% | $8,086+24.0% | $6,689+49.9% |
| Admin fee / account holder | $2,489 | $9,690-74.3% | $7,900-68.5% | $13,398-81.4% |