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 | $210,421 | $154,117+36.5% | $129,995+61.9% | $139,434+50.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.87% | 32.48%-19.6pp | -137.18%+150.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,236 | $5,289-76.6% | $4,320-71.4% | $4,751-74.0% |
| Participant deferral / active EE | $5,327 | $6,710-20.6% | $5,820-8.5% | $6,710-20.6% |
| Admin fee / account holder | $2,092 | $14,007-85.1% | $10,614-80.3% | $11,403-81.7% |