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 | $197,967 | $179,726+10.1% | $156,263+26.7% | $142,382+39.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.25% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,381 | $5,069-33.3% | $4,333-22.0% | $4,299-21.4% |
| Participant deferral / active EE | $12,158 | $6,956+74.8% | $6,158+97.4% | $6,507+86.8% |
| Admin fee / account holder | $45,130 | $17,272+161.3% | $14,255+216.6% | $12,624+257.5% |