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 | $230,775 | $159,602+44.6% | $150,045+53.8% | $142,382+62.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.88% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,112 | $4,961-37.3% | $4,693-33.7% | $4,299-27.6% |
| Participant deferral / active EE | $13,053 | $8,310+57.1% | $7,997+63.2% | $6,507+100.6% |
| Admin fee / account holder | $1,228 | $14,846-91.7% | $13,435-90.9% | $12,624-90.3% |