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 | $190,194 | $159,602+19.2% | $150,045+26.8% | $142,382+33.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.59% | 70.24%-49.6pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,304 | $4,961-13.2% | $4,693-8.3% | $4,299+0.1% |
| Participant deferral / active EE | $12,070 | $8,310+45.2% | $7,997+50.9% | $6,507+85.5% |
| Admin fee / account holder | $850 | $14,846-94.3% | $13,435-93.7% | $12,624-93.3% |