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 | $219,403 | $108,919+101.4% | $100,391+118.5% | $145,922+50.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.22% | 57.88%-44.7pp | 49.20%-36.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $851 | $4,419-80.8% | $3,942-78.4% | $4,660-81.7% |
| Participant deferral / active EE | $17,011 | $8,445+101.4% | $8,082+110.5% | $6,688+154.4% |
| Admin fee / account holder | $74,592 | $9,689+669.9% | $7,899+844.3% | $13,397+456.8% |