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 | $222,758 | $154,117+44.5% | $129,995+71.4% | $139,434+59.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.88% | 32.48%-12.6pp | -137.18%+157.1pp | 372.94%-353.1pp |
| Employer contribution / active EE | $4,042 | $5,289-23.6% | $4,320-6.4% | $4,751-14.9% |
| Participant deferral / active EE | $13,290 | $6,710+98.1% | $5,820+128.3% | $6,710+98.1% |
| Admin fee / account holder | $3,231 | $14,007-76.9% | $10,614-69.6% | $11,403-71.7% |