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 | $219,121 | $157,256+39.3% | $141,162+55.2% | $152,861+43.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.29% | 64.32%-41.0pp | 71.39%-48.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $6,030 | $5,261+14.6% | $4,735+27.4% | $4,762+26.6% |
| Participant deferral / active EE | $15,701 | $7,109+120.8% | $6,709+134.0% | $5,850+168.4% |
| Admin fee / account holder | $8,281 | $12,120-31.7% | $10,261-19.3% | $11,596-28.6% |