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 | $207,737 | $108,919+90.7% | $100,391+106.9% | $145,922+42.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.52% | 57.88%-40.4pp | 49.20%-31.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,266 | $4,419-26.1% | $3,942-17.2% | $4,660-29.9% |
| Participant deferral / active EE | $8,889 | $8,445+5.3% | $8,082+10.0% | $6,688+32.9% |
| Admin fee / account holder | $2,260 | $9,689-76.7% | $7,899-71.4% | $13,397-83.1% |