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 | $230,452 | $150,440+53.2% | $136,294+69.1% | $147,584+56.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.65% | 1049.08%-1031.4pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,794 | $5,256-46.8% | $4,695-40.5% | $4,876-42.7% |
| Participant deferral / active EE | $6,723 | $6,630+1.4% | $6,247+7.6% | $5,439+23.6% |
| Admin fee / account holder | $11,335 | $10,905+3.9% | $9,243+22.6% | $10,885+4.1% |