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 | $223,004 | $177,572+25.6% | $154,803+44.1% | $142,382+56.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.61% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,304 | $4,810-72.9% | $4,305-69.7% | $4,299-69.7% |
| Participant deferral / active EE | $7,655 | $6,272+22.1% | $5,540+38.2% | $6,507+17.6% |
| Admin fee / account holder | $462 | $16,786-97.2% | $14,329-96.8% | $12,624-96.3% |