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 | $216,815 | $183,963+17.9% | $162,163+33.7% | $152,861+41.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.93% | 150.76%-131.8pp | 115.59%-96.7pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,352 | $6,371-63.1% | $5,614-58.1% | $4,762-50.6% |
| Participant deferral / active EE | $6,198 | $8,034-22.9% | $7,298-15.1% | $5,850+5.9% |
| Admin fee / account holder | $2,011 | $13,121-84.7% | $10,843-81.4% | $11,596-82.7% |