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 | $205,843 | $154,228+33.5% | $145,433+41.5% | $137,256+50.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.45% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,909 | $4,804-18.6% | $4,554-14.2% | $4,156-5.9% |
| Participant deferral / active EE | $9,050 | $8,216+10.1% | $7,897+14.6% | $6,407+41.3% |
| Admin fee / account holder | $24,440 | $14,344+70.4% | $13,129+86.2% | $12,270+99.2% |