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 | $147,809 | $100,773+46.7% | $88,946+66.2% | $142,382+3.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.19% | 70.18%-58.0pp | 57.82%-45.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,971 | $2,918-32.4% | $2,555-22.9% | $4,299-54.2% |
| Participant deferral / active EE | $2,361 | $5,230-54.9% | $4,581-48.5% | $6,507-63.7% |
| Admin fee / account holder | $667 | $9,693-93.1% | $8,261-91.9% | $12,624-94.7% |