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 | $220,623 | $183,592+20.2% | $155,567+41.8% | $145,959+51.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.86% | 61.24%-52.4pp | 64.74%-55.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $17,393 | $5,315+227.3% | $4,674+272.1% | $4,661+273.2% |
| Participant deferral / active EE | $14,262 | $6,464+120.6% | $5,628+153.4% | $6,689+113.2% |
| Admin fee / account holder | $1,016 | $19,318-94.7% | $15,916-93.6% | $13,398-92.4% |