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 | $213,054 | $178,174+19.6% | $156,181+36.4% | $137,256+55.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.64% | 84.19%-65.5pp | 64.87%-46.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $6,656 | $4,972+33.9% | $4,294+55.0% | $4,156+60.2% |
| Participant deferral / active EE | $17,607 | $6,888+155.6% | $6,132+187.1% | $6,407+174.8% |
| Admin fee / account holder | $2,266 | $17,404-87.0% | $14,586-84.5% | $12,270-81.5% |