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 | $200,734 | $108,912+84.3% | $100,383+100.0% | $145,959+37.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.90% | 57.96%-42.1pp | 49.26%-33.4pp | 561.95%-546.0pp |
| Employer contribution / active EE | $5,430 | $4,423+22.8% | $3,944+37.7% | $4,661+16.5% |
| Participant deferral / active EE | $4,422 | $8,451-47.7% | $8,086-45.3% | $6,689-33.9% |
| Admin fee / account holder | $11,593 | $9,690+19.6% | $7,900+46.8% | $13,398-13.5% |