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 | $221,602 | $178,174+24.4% | $156,181+41.9% | $137,256+61.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.25% | 84.19%-65.9pp | 64.87%-46.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,156 | $4,972-36.5% | $4,294-26.5% | $4,156-24.1% |
| Participant deferral / active EE | $6,180 | $6,888-10.3% | $6,132+0.8% | $6,407-3.5% |
| Admin fee / account holder | $1,818 | $17,404-89.6% | $14,586-87.5% | $12,270-85.2% |