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 | $202,330 | $177,572+13.9% | $154,803+30.7% | $142,382+42.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.21% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,190 | $4,810+7.9% | $4,305+20.5% | $4,299+20.7% |
| Participant deferral / active EE | $7,448 | $6,272+18.8% | $5,540+34.4% | $6,507+14.5% |
| Admin fee / account holder | $7,762 | $16,786-53.8% | $14,329-45.8% | $12,624-38.5% |