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 | $216,825 | $179,726+20.6% | $156,263+38.8% | $142,382+52.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.78% | 77.86%-55.1pp | 59.47%-36.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $4,135 | $5,069-18.4% | $4,333-4.6% | $4,299-3.8% |
| Participant deferral / active EE | $13,187 | $6,956+89.6% | $6,158+114.1% | $6,507+102.6% |
| Admin fee / account holder | $8,163 | $17,272-52.7% | $14,255-42.7% | $12,624-35.3% |