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 | $235,757 | $177,572+32.8% | $154,803+52.3% | $142,382+65.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.10% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,756 | $4,810-42.7% | $4,305-36.0% | $4,299-35.9% |
| Participant deferral / active EE | $9,288 | $6,272+48.1% | $5,540+67.6% | $6,507+42.7% |
| Admin fee / account holder | $6,774 | $16,786-59.6% | $14,329-52.7% | $12,624-46.3% |