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 | $219,976 | $177,572+23.9% | $154,803+42.1% | $142,382+54.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.77% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $6,716 | $4,810+39.6% | $4,305+56.0% | $4,299+56.2% |
| Participant deferral / active EE | $6,996 | $6,272+11.5% | $5,540+26.3% | $6,507+7.5% |
| Admin fee / account holder | $636 | $16,786-96.2% | $14,329-95.6% | $12,624-95.0% |