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 | $159,506 | $111,754+42.7% | $103,333+54.4% | $145,922+9.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.79% | 24.77%-13.0pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $11,400 | $4,212+170.6% | $3,868+194.7% | $4,660+144.7% |
| Participant deferral / active EE | $8,043 | $5,619+43.2% | $5,057+59.0% | $6,688+20.3% |
| Admin fee / account holder | $48,688 | $9,750+399.4% | $8,355+482.8% | $13,397+263.4% |