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 | $204,934 | $175,202+17.0% | $149,673+36.9% | $139,434+47.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.50% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $6,254 | $5,474+14.3% | $4,818+29.8% | $4,751+31.6% |
| Participant deferral / active EE | $6,886 | $6,519+5.6% | $5,680+21.2% | $6,710+2.6% |
| Admin fee / account holder | $1,842 | $16,150-88.6% | $13,210-86.1% | $11,403-83.8% |