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 | $75,224 | $100,773-25.4% | $88,946-15.4% | $142,382-47.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 32.41% | 70.18%-37.8pp | 57.82%-25.4pp | 217.08%-184.7pp |
| Employer contribution / active EE | $7,138 | $2,918+144.7% | $2,555+179.4% | $4,299+66.0% |
| Participant deferral / active EE | $12,936 | $5,230+147.3% | $4,581+182.4% | $6,507+98.8% |
| Admin fee / account holder | $26,863 | $9,693+177.1% | $8,261+225.2% | $12,624+112.8% |