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 | $196,700 | $177,572+10.8% | $154,803+27.1% | $142,382+38.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.27% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $5,668 | $4,810+17.8% | $4,305+31.6% | $4,299+31.8% |
| Participant deferral / active EE | $6,888 | $6,272+9.8% | $5,540+24.3% | $6,507+5.8% |
| Admin fee / account holder | $2,585 | $16,786-84.6% | $14,329-82.0% | $12,624-79.5% |