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 | $210,437 | $177,572+18.5% | $154,803+35.9% | $142,382+47.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.66% | 65.07%-43.4pp | 58.88%-37.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $8,214 | $4,810+70.7% | $4,305+90.8% | $4,299+91.1% |
| Participant deferral / active EE | $8,264 | $6,272+31.8% | $5,540+49.1% | $6,507+27.0% |
| Admin fee / account holder | $3,604 | $16,786-78.5% | $14,329-74.8% | $12,624-71.5% |