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 | $200,842 | $183,592+9.4% | $155,567+29.1% | $145,959+37.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.74% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $6,582 | $5,315+23.8% | $4,674+40.8% | $4,661+41.2% |
| Participant deferral / active EE | $7,187 | $6,464+11.2% | $5,628+27.7% | $6,689+7.5% |
| Admin fee / account holder | $4,226 | $19,318-78.1% | $15,916-73.4% | $13,398-68.5% |