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 | $237,698 | $114,381+107.8% | $107,525+121.1% | $142,382+66.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.41% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,781 | $4,015-30.7% | $3,754-25.9% | $4,299-35.3% |
| Participant deferral / active EE | $11,855 | $5,564+113.1% | $5,116+131.7% | $6,507+82.2% |
| Admin fee / account holder | $1,077 | $9,860-89.1% | $8,919-87.9% | $12,624-91.5% |