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 | $240,218 | $159,602+50.5% | $150,045+60.1% | $142,382+68.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.23% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,573 | $4,961-7.8% | $4,693-2.6% | $4,299+6.4% |
| Participant deferral / active EE | $19,569 | $8,310+135.5% | $7,997+144.7% | $6,507+200.7% |
| Admin fee / account holder | $12,210 | $14,846-17.8% | $13,435-9.1% | $12,624-3.3% |