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 | $245,294 | $154,117+59.2% | $129,995+88.7% | $139,434+75.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.02% | 32.48%-18.5pp | -137.18%+151.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,150 | $5,289-40.4% | $4,320-27.1% | $4,751-33.7% |
| Participant deferral / active EE | $7,134 | $6,710+6.3% | $5,820+22.6% | $6,710+6.3% |
| Admin fee / account holder | $21,952 | $14,007+56.7% | $10,614+106.8% | $11,403+92.5% |