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 | $108,919+84.3% | $100,391+100.0% | $145,922+37.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.90% | 57.88%-42.0pp | 49.20%-33.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $5,430 | $4,419+22.9% | $3,942+37.8% | $4,660+16.5% |
| Participant deferral / active EE | $4,422 | $8,445-47.6% | $8,082-45.3% | $6,688-33.9% |
| Admin fee / account holder | $11,593 | $9,689+19.7% | $7,899+46.8% | $13,397-13.5% |