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 | $242,974 | $154,117+57.7% | $129,995+86.9% | $139,434+74.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 16.48% | 32.48%-16.0pp | -137.18%+153.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $12,724 | $5,289+140.6% | $4,320+194.6% | $4,751+167.8% |
| Participant deferral / active EE | $11,220 | $6,710+67.2% | $5,820+92.8% | $6,710+67.2% |
| Admin fee / account holder | $1,081 | $14,007-92.3% | $10,614-89.8% | $11,403-90.5% |