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 | $221,831 | $127,264+74.3% | $109,895+101.9% | $167,490+32.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.05% | 22.97%-9.9pp | 29.45%-16.4pp | 478.56%-465.5pp |
| Employer contribution / active EE | $8,988 | $3,322+170.5% | $2,842+216.2% | $4,837+85.8% |
| Participant deferral / active EE | $5,838 | $4,514+29.3% | $4,048+44.2% | $6,341-7.9% |
| Admin fee / account holder | $4,932 | $7,114-30.7% | $6,066-18.7% | $12,309-59.9% |