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 | $212,262 | $157,256+35.0% | $141,162+50.4% | $152,861+38.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.65% | 64.32%-42.7pp | 71.39%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $4,876 | $5,261-7.3% | $4,735+3.0% | $4,762+2.4% |
| Participant deferral / active EE | $11,506 | $7,109+61.8% | $6,709+71.5% | $5,850+96.7% |
| Admin fee / account holder | $6,769 | $12,120-44.2% | $10,261-34.0% | $11,596-41.6% |