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 | $242,618 | $148,534+63.3% | $135,903+78.5% | $139,434+74.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.41% | 79.19%-66.8pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,802 | $5,243-65.6% | $4,856-62.9% | $4,751-62.1% |
| Participant deferral / active EE | $4,916 | $8,100-39.3% | $7,758-36.6% | $6,710-26.7% |
| Admin fee / account holder | $4,111 | $12,400-66.8% | $10,762-61.8% | $11,403-63.9% |