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 | $232,719 | $179,726+29.5% | $156,263+48.9% | $142,382+63.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 30.17% | 77.86%-47.7pp | 59.47%-29.3pp | 217.08%-186.9pp |
| Employer contribution / active EE | $3,695 | $5,069-27.1% | $4,333-14.7% | $4,299-14.1% |
| Participant deferral / active EE | $11,480 | $6,956+65.0% | $6,158+86.4% | $6,507+76.4% |
| Admin fee / account holder | $8,088 | $17,272-53.2% | $14,255-43.3% | $12,624-35.9% |