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 | $228,676 | $197,591+15.7% | $177,821+28.6% | $158,922+43.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.66% | 58.76%-50.1pp | 48.32%-39.7pp | 302.83%-294.2pp |
| Employer contribution / active EE | $6,766 | $6,697+1.0% | $5,918+14.3% | $4,761+42.1% |
| Participant deferral / active EE | $10,475 | $8,405+24.6% | $7,714+35.8% | $5,982+75.1% |
| Admin fee / account holder | $1,017 | $15,399-93.4% | $12,427-91.8% | $11,246-91.0% |