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 8-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 | $240,624 | $210,648+14.2% | $177,989+35.2% | $145,922+64.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.63% | 385.86%-375.2pp | 294.48%-283.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,315 | $4,565-49.3% | $3,949-41.4% | $4,660-50.3% |
| Participant deferral / active EE | $14,514 | $6,958+108.6% | $6,276+131.3% | $6,688+117.0% |
| Admin fee / account holder | $1,341 | $12,013-88.8% | $10,363-87.1% | $13,397-90.0% |