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 | $237,921 | $135,952+75.0% | $123,892+92.0% | $273,961-13.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.52% | 56.63%-42.1pp | 47.52%-33.0pp | 41.45%-26.9pp |
| Employer contribution / active EE | $6,051 | $5,170+17.0% | $4,617+31.1% | $4,869+24.3% |
| Participant deferral / active EE | $7,069 | $6,343+11.4% | $5,984+18.1% | $5,287+33.7% |
| Admin fee / account holder | $17,504 | $9,817+78.3% | $8,357+109.5% | $10,132+72.8% |