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 | $237,907 | $177,572+34.0% | $154,803+53.7% | $142,382+67.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.83% | 65.07%-53.2pp | 58.88%-47.1pp | 217.08%-205.2pp |
| Employer contribution / active EE | $8,223 | $4,810+70.9% | $4,305+91.0% | $4,299+91.3% |
| Participant deferral / active EE | $4,249 | $6,272-32.3% | $5,540-23.3% | $6,507-34.7% |
| Admin fee / account holder | $1,401 | $16,786-91.7% | $14,329-90.2% | $12,624-88.9% |