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 | $218,701 | $111,754+95.7% | $103,333+111.6% | $145,922+49.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.98% | 24.77%-14.8pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $7,605 | $4,212+80.5% | $3,868+96.6% | $4,660+63.2% |
| Participant deferral / active EE | $5,661 | $5,619+0.8% | $5,057+11.9% | $6,688-15.3% |
| Admin fee / account holder | $2,316 | $9,750-76.2% | $8,355-72.3% | $13,397-82.7% |