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 | $210,636 | $154,117+36.7% | $129,995+62.0% | $139,434+51.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.82% | 32.48%-17.7pp | -137.18%+152.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,994 | $5,289-24.5% | $4,320-7.5% | $4,751-15.9% |
| Participant deferral / active EE | $11,252 | $6,710+67.7% | $5,820+93.3% | $6,710+67.7% |
| Admin fee / account holder | $1,717 | $14,007-87.7% | $10,614-83.8% | $11,403-84.9% |