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 | $126,818 | $108,919+16.4% | $100,391+26.3% | $145,922-13.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.07% | 57.88%-46.8pp | 49.20%-38.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,097 | $4,419+15.3% | $3,942+29.3% | $4,660+9.4% |
| Participant deferral / active EE | $2,399 | $8,445-71.6% | $8,082-70.3% | $6,688-64.1% |
| Admin fee / account holder | $813 | $9,689-91.6% | $7,899-89.7% | $13,397-93.9% |