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 | $248,694 | $183,963+35.2% | $162,163+53.4% | $152,861+62.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.41% | 150.76%-125.4pp | 115.59%-90.2pp | 345.32%-319.9pp |
| Employer contribution / active EE | $6,192 | $6,371-2.8% | $5,614+10.3% | $4,762+30.0% |
| Participant deferral / active EE | $14,614 | $8,034+81.9% | $7,298+100.2% | $5,850+149.8% |
| Admin fee / account holder | $2,143 | $13,121-83.7% | $10,843-80.2% | $11,596-81.5% |