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 | $197,458 | $185,822+6.3% | $169,993+16.2% | $139,434+41.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.05% | 60.50%-36.4pp | 53.37%-29.3pp | 372.94%-348.9pp |
| Employer contribution / active EE | $8,739 | $7,590+15.1% | $6,785+28.8% | $4,751+83.9% |
| Participant deferral / active EE | $9,761 | $11,622-16.0% | $10,408-6.2% | $6,710+45.5% |
| Admin fee / account holder | $744 | $15,381-95.2% | $12,815-94.2% | $11,403-93.5% |