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 | $210,473 | $154,228+36.5% | $145,433+44.7% | $137,256+53.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.54% | 74.59%-60.1pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $12,229 | $4,804+154.6% | $4,554+168.5% | $4,156+194.2% |
| Participant deferral / active EE | $9,199 | $8,216+12.0% | $7,897+16.5% | $6,407+43.6% |
| Admin fee / account holder | $1,314 | $14,344-90.8% | $13,129-90.0% | $12,270-89.3% |