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 | $246,615 | $179,726+37.2% | $156,263+57.8% | $142,382+73.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.37% | 77.86%-55.5pp | 59.47%-37.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $8,246 | $5,069+62.7% | $4,333+90.3% | $4,299+91.8% |
| Participant deferral / active EE | $9,832 | $6,956+41.3% | $6,158+59.7% | $6,507+51.1% |
| Admin fee / account holder | $7,666 | $17,272-55.6% | $14,255-46.2% | $12,624-39.3% |