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 | $249,672 | $111,754+123.4% | $103,333+141.6% | $145,922+71.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.41% | 24.77%-14.4pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,906 | $4,212-31.0% | $3,868-24.9% | $4,660-37.6% |
| Participant deferral / active EE | $9,624 | $5,619+71.3% | $5,057+90.3% | $6,688+43.9% |
| Admin fee / account holder | $1,592 | $9,750-83.7% | $8,355-80.9% | $13,397-88.1% |