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 | $216,439 | $183,592+17.9% | $155,567+39.1% | $145,959+48.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.98% | 61.24%-51.3pp | 64.74%-54.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,352 | $5,315-55.8% | $4,674-49.7% | $4,661-49.5% |
| Participant deferral / active EE | $9,125 | $6,464+41.2% | $5,628+62.1% | $6,689+36.4% |
| Admin fee / account holder | $3,865 | $19,318-80.0% | $15,916-75.7% | $13,398-71.2% |