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 | $201,277 | $105,181+91.4% | $159,436+26.2% | $85,850+134.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.98% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $3,405 | $3,318+2.6% | $4,829-29.5% | $2,565+32.7% |
| Participant deferral / active EE | $8,487 | $5,945+42.8% | $7,352+15.4% | $3,952+114.8% |
| Admin fee / account holder | $6,622 | $6,933-4.5% | $10,799-38.7% | $6,260+5.8% |