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 | $207,296 | $183,963+12.7% | $162,163+27.8% | $152,861+35.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.29% | 150.76%-128.5pp | 115.59%-93.3pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,430 | $6,371-46.2% | $5,614-38.9% | $4,762-28.0% |
| Participant deferral / active EE | $15,126 | $8,034+88.3% | $7,298+107.3% | $5,850+158.6% |
| Admin fee / account holder | $2,533 | $13,121-80.7% | $10,843-76.6% | $11,596-78.2% |