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 | $206,688 | $148,534+39.2% | $135,903+52.1% | $139,434+48.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.10% | 79.19%-57.1pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $5,129 | $5,243-2.2% | $4,856+5.6% | $4,751+8.0% |
| Participant deferral / active EE | $6,233 | $8,100-23.1% | $7,758-19.7% | $6,710-7.1% |
| Admin fee / account holder | $5,467 | $12,400-55.9% | $10,762-49.2% | $11,403-52.1% |