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 | $221,153 | $177,572+24.5% | $154,803+42.9% | $142,382+55.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.32% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $25,770 | $4,810+435.7% | $4,305+498.5% | $4,299+499.4% |
| Participant deferral / active EE | $14,334 | $6,272+128.5% | $5,540+158.7% | $6,507+120.3% |
| Admin fee / account holder | $931 | $16,786-94.5% | $14,329-93.5% | $12,624-92.6% |