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 | $213,247 | $159,602+33.6% | $150,045+42.1% | $142,382+49.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.37% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $9,061 | $4,961+82.7% | $4,693+93.1% | $4,299+110.8% |
| Participant deferral / active EE | $2,688 | $8,310-67.6% | $7,997-66.4% | $6,507-58.7% |
| Admin fee / account holder | $1,612 | $14,846-89.1% | $13,435-88.0% | $12,624-87.2% |