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 | $245,057 | $176,056+39.2% | $159,436+53.7% | $167,490+46.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.35% | 331.75%-319.4pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $5,421 | $5,297+2.3% | $4,829+12.2% | $4,837+12.1% |
| Participant deferral / active EE | $10,276 | $7,750+32.6% | $7,352+39.8% | $6,341+62.1% |
| Admin fee / account holder | $2,038 | $12,554-83.8% | $10,799-81.1% | $12,309-83.4% |