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 | $224,662 | $148,534+51.3% | $135,903+65.3% | $139,434+61.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.32% | 79.19%-55.9pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $3,135 | $5,243-40.2% | $4,856-35.4% | $4,751-34.0% |
| Participant deferral / active EE | $4,230 | $8,100-47.8% | $7,758-45.5% | $6,710-37.0% |
| Admin fee / account holder | $1,498 | $12,400-87.9% | $10,762-86.1% | $11,403-86.9% |