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 | $214,968 | $177,572+21.1% | $154,803+38.9% | $142,382+51.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.55% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $15,472 | $4,810+221.6% | $4,305+259.3% | $4,299+259.9% |
| Participant deferral / active EE | $4,551 | $6,272-27.4% | $5,540-17.9% | $6,507-30.1% |
| Admin fee / account holder | $4,449 | $16,786-73.5% | $14,329-69.0% | $12,624-64.8% |