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 | $219,131 | $175,202+25.1% | $149,673+46.4% | $139,434+57.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.46% | 166.71%-154.3pp | 134.42%-122.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $8,366 | $5,474+52.8% | $4,818+73.7% | $4,751+76.1% |
| Participant deferral / active EE | $10,855 | $6,519+66.5% | $5,680+91.1% | $6,710+61.8% |
| Admin fee / account holder | $12,268 | $16,150-24.0% | $13,210-7.1% | $11,403+7.6% |