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 | $216,006 | $159,602+35.3% | $150,045+44.0% | $142,382+51.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.73% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,227 | $4,961+5.4% | $4,693+11.4% | $4,299+21.6% |
| Participant deferral / active EE | $16,036 | $8,310+93.0% | $7,997+100.5% | $6,507+146.4% |
| Admin fee / account holder | $5,405 | $14,846-63.6% | $13,435-59.8% | $12,624-57.2% |