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 | $234,887 | $154,228+52.3% | $145,433+61.5% | $137,256+71.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 91.87% | 74.59%+17.3pp | 66.58%+25.3pp | 220.34%-128.5pp |
| Employer contribution / active EE | $2,757 | $4,804-42.6% | $4,554-39.5% | $4,156-33.7% |
| Participant deferral / active EE | $36,475 | $8,216+343.9% | $7,897+361.9% | $6,407+469.3% |
| Admin fee / account holder | $11,129 | $14,344-22.4% | $13,129-15.2% | $12,270-9.3% |