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 | $233,111 | $159,602+46.1% | $150,045+55.4% | $142,382+63.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.52% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $8,781 | $4,961+77.0% | $4,693+87.1% | $4,299+104.3% |
| Participant deferral / active EE | $12,152 | $8,310+46.2% | $7,997+52.0% | $6,507+86.7% |
| Admin fee / account holder | $22,495 | $14,846+51.5% | $13,435+67.4% | $12,624+78.2% |