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 | $152,778 | $102,604+48.9% | $86,188+77.3% | $139,434+9.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.62% | 1922.51%-1908.9pp | 1168.45%-1154.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,585 | $3,032-14.8% | $2,380+8.6% | $4,751-45.6% |
| Participant deferral / active EE | $6,595 | $4,676+41.1% | $3,985+65.5% | $6,710-1.7% |
| Admin fee / account holder | $9,190 | $8,657+6.2% | $6,852+34.1% | $11,403-19.4% |