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 | $150,864 | $111,754+35.0% | $103,333+46.0% | $145,922+3.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.98% | 24.77%-14.8pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $22,225 | $4,212+427.6% | $3,868+474.6% | $4,660+377.0% |
| Participant deferral / active EE | $8,091 | $5,619+44.0% | $5,057+60.0% | $6,688+21.0% |
| Admin fee / account holder | $1,589 | $9,750-83.7% | $8,355-81.0% | $13,397-88.1% |