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 | $231,071 | $106,515+116.9% | $96,683+139.0% | $139,434+65.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.98% | 38.43%-27.4pp | 35.69%-24.7pp | 372.94%-362.0pp |
| Employer contribution / active EE | $4,726 | $4,103+15.2% | $3,737+26.5% | $4,751-0.5% |
| Participant deferral / active EE | $9,623 | $5,454+76.4% | $4,878+97.3% | $6,710+43.4% |
| Admin fee / account holder | $1,923 | $7,877-75.6% | $6,730-71.4% | $11,403-83.1% |