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 | $158,521 | $177,572-10.7% | $154,803+2.4% | $142,382+11.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.74% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $11,032 | $4,810+129.3% | $4,305+156.2% | $4,299+156.6% |
| Participant deferral / active EE | $7,021 | $6,272+12.0% | $5,540+26.7% | $6,507+7.9% |
| Admin fee / account holder | $34,853 | $16,786+107.6% | $14,329+143.2% | $12,624+176.1% |