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 | $202,268 | $175,202+15.4% | $149,673+35.1% | $139,434+45.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.63% | 166.71%-152.1pp | 134.42%-119.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $3,748 | $5,474-31.5% | $4,818-22.2% | $4,751-21.1% |
| Participant deferral / active EE | $2,294 | $6,519-64.8% | $5,680-59.6% | $6,710-65.8% |
| Admin fee / account holder | $1,917 | $16,150-88.1% | $13,210-85.5% | $11,403-83.2% |