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 | $235,459 | $201,272+17.0% | $184,203+27.8% | $145,922+61.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 19.05% | 29.00%-10.0pp | 28.81%-9.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $10,445 | $7,022+48.7% | $6,427+62.5% | $4,660+124.2% |
| Participant deferral / active EE | $8,041 | $9,806-18.0% | $9,131-11.9% | $6,688+20.2% |
| Admin fee / account holder | $5,227 | $16,364-68.1% | $13,901-62.4% | $13,397-61.0% |