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 | $242,290 | $116,175+108.6% | $93,606+158.8% | $152,861+58.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.66% | 35.96%-15.3pp | 32.76%-12.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,540 | $3,218-21.1% | $2,718-6.6% | $4,762-46.7% |
| Participant deferral / active EE | $5,325 | $4,603+15.7% | $4,069+30.9% | $5,850-9.0% |
| Admin fee / account holder | $13,797 | $10,748+28.4% | $7,888+74.9% | $11,596+19.0% |