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 | $242,893 | $154,228+57.5% | $145,433+67.0% | $137,256+77.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.13% | 74.59%-59.5pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,113 | $4,804-14.4% | $4,554-9.7% | $4,156-1.0% |
| Participant deferral / active EE | $8,327 | $8,216+1.3% | $7,897+5.4% | $6,407+30.0% |
| Admin fee / account holder | $3,951 | $14,344-72.5% | $13,129-69.9% | $12,270-67.8% |