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 | $222,984 | $179,726+24.1% | $156,263+42.7% | $142,382+56.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.31% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,883 | $5,069-3.7% | $4,333+12.7% | $4,299+13.6% |
| Participant deferral / active EE | $8,488 | $6,956+22.0% | $6,158+37.8% | $6,507+30.4% |
| Admin fee / account holder | $31,166 | $17,272+80.4% | $14,255+118.6% | $12,624+146.9% |