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 | $230,781 | $177,572+30.0% | $154,803+49.1% | $142,382+62.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.29% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,377 | $4,810+11.8% | $4,305+24.9% | $4,299+25.1% |
| Participant deferral / active EE | $9,451 | $6,272+50.7% | $5,540+70.6% | $6,507+45.2% |
| Admin fee / account holder | $1,759 | $16,786-89.5% | $14,329-87.7% | $12,624-86.1% |