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 | $241,817 | $159,602+51.5% | $150,045+61.2% | $142,382+69.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.07% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,575 | $4,961-7.8% | $4,693-2.5% | $4,299+6.4% |
| Participant deferral / active EE | $9,500 | $8,310+14.3% | $7,997+18.8% | $6,507+46.0% |
| Admin fee / account holder | $17,005 | $14,846+14.5% | $13,435+26.6% | $12,624+34.7% |