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 | $206,432 | $185,200+11.5% | $142,863+44.5% | $167,490+23.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 12.10% | 8555.70%-8543.6pp | 5637.54%-5625.4pp | 478.56%-466.5pp |
| Employer contribution / active EE | $6,835 | $5,604+22.0% | $4,144+65.0% | $4,837+41.3% |
| Participant deferral / active EE | $3,808 | $4,494-15.3% | $3,837-0.8% | $6,341-39.9% |
| Admin fee / account holder | $318 | $8,031-96.0% | $6,560-95.2% | $12,309-97.4% |