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 | $184,762 | $148,534+24.4% | $135,903+36.0% | $139,434+32.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.29% | 79.19%-57.9pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,634 | $5,243-49.8% | $4,856-45.8% | $4,751-44.6% |
| Participant deferral / active EE | $11,831 | $8,100+46.1% | $7,758+52.5% | $6,710+76.3% |
| Admin fee / account holder | $925 | $12,400-92.5% | $10,762-91.4% | $11,403-91.9% |