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 | $150,456 | $159,602-5.7% | $150,045+0.3% | $142,382+5.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.46% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $8,343 | $4,961+68.2% | $4,693+77.8% | $4,299+94.1% |
| Participant deferral / active EE | $8,914 | $8,310+7.3% | $7,997+11.5% | $6,507+37.0% |
| Admin fee / account holder | $3,857 | $14,846-74.0% | $13,435-71.3% | $12,624-69.4% |