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 | $230,029 | $154,228+49.1% | $145,433+58.2% | $137,256+67.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.59% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $4,161 | $4,804-13.4% | $4,554-8.6% | $4,156+0.1% |
| Participant deferral / active EE | $5,955 | $8,216-27.5% | $7,897-24.6% | $6,407-7.1% |
| Admin fee / account holder | $830 | $14,344-94.2% | $13,129-93.7% | $12,270-93.2% |