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 | $220,178 | $152,587+44.3% | $125,175+75.9% | $152,861+44.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 29.49% | 54.84%-25.3pp | 43.79%-14.3pp | 345.32%-315.8pp |
| Employer contribution / active EE | $3,230 | $4,946-34.7% | $3,865-16.4% | $4,762-32.2% |
| Participant deferral / active EE | $3,121 | $5,868-46.8% | $4,937-36.8% | $5,850-46.7% |
| Admin fee / account holder | $920 | $13,434-93.2% | $9,702-90.5% | $11,596-92.1% |