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 | $245,975 | $165,984+48.2% | $164,813+49.2% | $145,922+68.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.12% | 100.03%-90.9pp | 69.93%-60.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,326 | $5,273-55.9% | $4,341-46.4% | $4,660-50.1% |
| Participant deferral / active EE | $4,527 | $6,959-34.9% | $6,031-24.9% | $6,688-32.3% |
| Admin fee / account holder | $36,350 | $16,648+118.3% | $12,690+186.4% | $13,397+171.3% |