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 | $216,878 | $159,602+35.9% | $150,045+44.5% | $142,382+52.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.73% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,391 | $4,961-31.6% | $4,693-27.7% | $4,299-21.1% |
| Participant deferral / active EE | $13,928 | $8,310+67.6% | $7,997+74.2% | $6,507+114.0% |
| Admin fee / account holder | $4,658 | $14,846-68.6% | $13,435-65.3% | $12,624-63.1% |