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 | $242,840 | $177,572+36.8% | $154,803+56.9% | $142,382+70.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.25% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $9,211 | $4,810+91.5% | $4,305+113.9% | $4,299+114.2% |
| Participant deferral / active EE | $8,806 | $6,272+40.4% | $5,540+58.9% | $6,507+35.3% |
| Admin fee / account holder | $3,995 | $16,786-76.2% | $14,329-72.1% | $12,624-68.4% |