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 | $218,895 | $177,572+23.3% | $154,803+41.4% | $142,382+53.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.56% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $9,249 | $4,810+92.3% | $4,305+114.8% | $4,299+115.1% |
| Participant deferral / active EE | $5,086 | $6,272-18.9% | $5,540-8.2% | $6,507-21.8% |
| Admin fee / account holder | $620 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |