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 | $220,706 | $114,381+93.0% | $107,525+105.3% | $142,382+55.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.73% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,036 | $4,015-24.4% | $3,754-19.1% | $4,299-29.4% |
| Participant deferral / active EE | $3,796 | $5,564-31.8% | $5,116-25.8% | $6,507-41.7% |
| Admin fee / account holder | $7,644 | $9,860-22.5% | $8,919-14.3% | $12,624-39.4% |