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 | $206,444 | $162,781+26.8% | $133,956+54.1% | $158,922+29.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 51.53% | 41.94%+9.6pp | 45.09%+6.4pp | 302.83%-251.3pp |
| Employer contribution / active EE | $3,510 | $4,975-29.4% | $3,919-10.4% | $4,761-26.3% |
| Participant deferral / active EE | $9,200 | $5,911+55.6% | $5,048+82.3% | $5,982+53.8% |
| Admin fee / account holder | $968 | $11,736-91.7% | $8,927-89.2% | $11,246-91.4% |