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 | $239,045 | $148,534+60.9% | $135,903+75.9% | $139,434+71.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.79% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,462 | $5,243-72.1% | $4,856-69.9% | $4,751-69.2% |
| Participant deferral / active EE | $11,287 | $8,100+39.3% | $7,758+45.5% | $6,710+68.2% |
| Admin fee / account holder | $36,593 | $12,400+195.1% | $10,762+240.0% | $11,403+220.9% |