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 | $219,940 | $106,515+106.5% | $96,683+127.5% | $139,434+57.7% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.8pp |
| Annual return | 15.33% | 38.43%-23.1pp | 35.69%-20.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $5,813 | $4,103+41.7% | $3,737+55.6% | $4,751+22.4% |
| Participant deferral / active EE | $12,447 | $5,454+128.2% | $4,878+155.1% | $6,710+85.5% |
| Admin fee / account holder | $48,508 | $7,877+515.8% | $6,730+620.8% | $11,403+325.4% |