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 | $225,783 | $148,534+52.0% | $135,903+66.1% | $139,434+61.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.62% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,063 | $5,243-60.6% | $4,856-57.5% | $4,751-56.6% |
| Participant deferral / active EE | $8,268 | $8,100+2.1% | $7,758+6.6% | $6,710+23.2% |
| Admin fee / account holder | $4,909 | $12,400-60.4% | $10,762-54.4% | $11,403-57.0% |