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 | $224,187 | $183,963+21.9% | $162,163+38.2% | $152,861+46.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.90% | 150.76%-131.9pp | 115.59%-96.7pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,468 | $6,371-77.0% | $5,614-73.9% | $4,762-69.2% |
| Participant deferral / active EE | $6,534 | $8,034-18.7% | $7,298-10.5% | $5,850+11.7% |
| Admin fee / account holder | $726 | $13,121-94.5% | $10,843-93.3% | $11,596-93.7% |