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 | $223,551 | $148,534+50.5% | $135,903+64.5% | $139,434+60.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.48% | 79.19%-65.7pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $5,058 | $5,243-3.5% | $4,856+4.2% | $4,751+6.5% |
| Participant deferral / active EE | $14,090 | $8,100+73.9% | $7,758+81.6% | $6,710+110.0% |
| Admin fee / account holder | $95,948 | $12,400+673.8% | $10,762+791.5% | $11,403+741.5% |