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 | $249,364 | $159,901+55.9% | $146,958+69.7% | $145,922+70.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 15.41% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $4,581 | $5,286-13.3% | $4,933-7.1% | $4,660-1.7% |
| Participant deferral / active EE | $13,059 | $8,428+54.9% | $8,070+61.8% | $6,688+95.3% |
| Admin fee / account holder | $2,408 | $15,044-84.0% | $12,998-81.5% | $13,397-82.0% |