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 | $238,285 | $148,534+60.4% | $135,903+75.3% | $139,434+70.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.31% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $5,724 | $5,243+9.2% | $4,856+17.9% | $4,751+20.5% |
| Participant deferral / active EE | $7,030 | $8,100-13.2% | $7,758-9.4% | $6,710+4.8% |
| Admin fee / account holder | $675 | $12,400-94.6% | $10,762-93.7% | $11,403-94.1% |