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 | $233,010 | $177,572+31.2% | $154,803+50.5% | $142,382+63.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.64% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $12,174 | $4,810+153.1% | $4,305+182.8% | $4,299+183.2% |
| Participant deferral / active EE | $8,228 | $6,272+31.2% | $5,540+48.5% | $6,507+26.4% |
| Admin fee / account holder | $1,942 | $16,786-88.4% | $14,329-86.5% | $12,624-84.6% |