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 | $220,908 | $179,726+22.9% | $156,263+41.4% | $142,382+55.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.25% | 77.86%-58.6pp | 59.47%-40.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $10,173 | $5,069+100.7% | $4,333+134.8% | $4,299+136.6% |
| Participant deferral / active EE | $12,392 | $6,956+78.2% | $6,158+101.2% | $6,507+90.4% |
| Admin fee / account holder | $7,565 | $17,272-56.2% | $14,255-46.9% | $12,624-40.1% |