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 | $230,580 | $179,726+28.3% | $156,263+47.6% | $142,382+61.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 26.73% | 77.86%-51.1pp | 59.47%-32.7pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,171 | $5,069-76.9% | $4,333-73.0% | $4,299-72.8% |
| Participant deferral / active EE | $7,889 | $6,956+13.4% | $6,158+28.1% | $6,507+21.2% |
| Admin fee / account holder | $2,012 | $17,272-88.4% | $14,255-85.9% | $12,624-84.1% |