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 | $233,242 | $159,602+46.1% | $150,045+55.4% | $142,382+63.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.50% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,617 | $4,961-27.1% | $4,693-22.9% | $4,299-15.9% |
| Participant deferral / active EE | $6,547 | $8,310-21.2% | $7,997-18.1% | $6,507+0.6% |
| Admin fee / account holder | $9,541 | $14,846-35.7% | $13,435-29.0% | $12,624-24.4% |