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 | $207,237 | $185,822+11.5% | $169,993+21.9% | $139,434+48.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.29% | 60.50%-42.2pp | 53.37%-35.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $13,950 | $7,590+83.8% | $6,785+105.6% | $4,751+193.6% |
| Participant deferral / active EE | $8,543 | $11,622-26.5% | $10,408-17.9% | $6,710+27.3% |
| Admin fee / account holder | $599 | $15,381-96.1% | $12,815-95.3% | $11,403-94.7% |