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 | $82,475 | $150,197-45.1% | $120,368-31.5% | $145,959-43.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 22.30% | 154.26%-132.0pp | 107.26%-85.0pp | 561.95%-539.6pp |
| Employer contribution / active EE | $3,446 | $4,350-20.8% | $3,465-0.5% | $4,661-26.1% |
| Participant deferral / active EE | $9,503 | $6,174+53.9% | $4,991+90.4% | $6,689+42.1% |
| Admin fee / account holder | $19,677 | $12,216+61.1% | $9,429+108.7% | $13,398+46.9% |