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 | $227,804 | $177,572+28.3% | $154,803+47.2% | $142,382+60.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.86% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,697 | $4,810-43.9% | $4,305-37.4% | $4,299-37.3% |
| Participant deferral / active EE | $11,529 | $6,272+83.8% | $5,540+108.1% | $6,507+77.2% |
| Admin fee / account holder | $2,525 | $16,786-85.0% | $14,329-82.4% | $12,624-80.0% |