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 | $242,070 | $179,726+34.7% | $156,263+54.9% | $142,382+70.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.34% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $7,033 | $5,069+38.7% | $4,333+62.3% | $4,299+63.6% |
| Participant deferral / active EE | $8,924 | $6,956+28.3% | $6,158+44.9% | $6,507+37.1% |
| Admin fee / account holder | $16,345 | $17,272-5.4% | $14,255+14.7% | $12,624+29.5% |