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 | $241,046 | $111,301+116.6% | $112,977+113.4% | $158,922+51.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 13.76% | 26.40%-12.6pp | 24.24%-10.5pp | 302.83%-289.1pp |
| Employer contribution / active EE | $4,421 | $4,471-1.1% | $4,255+3.9% | $4,761-7.1% |
| Participant deferral / active EE | $5,483 | $5,880-6.7% | $5,836-6.0% | $5,982-8.3% |
| Admin fee / account holder | $1,839 | $8,392-78.1% | $6,294-70.8% | $11,246-83.6% |