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 | $226,131 | $177,572+27.3% | $154,803+46.1% | $142,382+58.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.56% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,804 | $4,810-41.7% | $4,305-34.9% | $4,299-34.8% |
| Participant deferral / active EE | $9,857 | $6,272+57.2% | $5,540+77.9% | $6,507+51.5% |
| Admin fee / account holder | $2,556 | $16,786-84.8% | $14,329-82.2% | $12,624-79.8% |