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 | $238,033 | $157,256+51.4% | $141,162+68.6% | $152,861+55.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.15% | 64.32%-44.2pp | 71.39%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,439 | $5,261-34.6% | $4,735-27.4% | $4,762-27.8% |
| Participant deferral / active EE | $7,636 | $7,109+7.4% | $6,709+13.8% | $5,850+30.5% |
| Admin fee / account holder | $12,144 | $12,120+0.2% | $10,261+18.3% | $11,596+4.7% |