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 | $237,576 | $148,534+59.9% | $135,903+74.8% | $139,434+70.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.81% | 79.19%-46.4pp | 68.23%-35.4pp | 372.94%-340.1pp |
| Employer contribution / active EE | $4,557 | $5,243-13.1% | $4,856-6.2% | $4,751-4.1% |
| Participant deferral / active EE | $15,220 | $8,100+87.9% | $7,758+96.2% | $6,710+126.8% |
| Admin fee / account holder | $1,489 | $12,400-88.0% | $10,762-86.2% | $11,403-86.9% |