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 | $248,875 | $179,726+38.5% | $156,263+59.3% | $142,382+74.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.31% | 77.86%-61.5pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $6,365 | $5,069+25.6% | $4,333+46.9% | $4,299+48.0% |
| Participant deferral / active EE | $18,105 | $6,956+160.3% | $6,158+194.0% | $6,507+178.2% |
| Admin fee / account holder | $48,717 | $17,272+182.1% | $14,255+241.8% | $12,624+285.9% |