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 | $204,105 | $177,572+14.9% | $154,803+31.8% | $142,382+43.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.85% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $11,462 | $4,810+138.3% | $4,305+166.2% | $4,299+166.6% |
| Participant deferral / active EE | $19,282 | $6,272+207.5% | $5,540+248.0% | $6,507+196.3% |
| Admin fee / account holder | $5,913 | $16,786-64.8% | $14,329-58.7% | $12,624-53.2% |