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 | $248,226 | $159,602+55.5% | $150,045+65.4% | $142,382+74.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.75% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,057 | $4,961+22.1% | $4,693+29.1% | $4,299+40.9% |
| Participant deferral / active EE | $17,174 | $8,310+106.7% | $7,997+114.8% | $6,507+163.9% |
| Admin fee / account holder | $6,521 | $14,846-56.1% | $13,435-51.5% | $12,624-48.3% |