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 | $232,116 | $159,602+45.4% | $150,045+54.7% | $142,382+63.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.69% | 70.24%-50.5pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,907 | $4,961-1.1% | $4,693+4.6% | $4,299+14.1% |
| Participant deferral / active EE | $11,516 | $8,310+38.6% | $7,997+44.0% | $6,507+77.0% |
| Admin fee / account holder | $17,157 | $14,846+15.6% | $13,435+27.7% | $12,624+35.9% |