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 | $202,738 | $148,534+36.5% | $135,903+49.2% | $139,434+45.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.24% | 79.19%-49.0pp | 68.23%-38.0pp | 372.94%-342.7pp |
| Employer contribution / active EE | $2,400 | $5,243-54.2% | $4,856-50.6% | $4,751-49.5% |
| Participant deferral / active EE | $16,255 | $8,100+100.7% | $7,758+109.5% | $6,710+142.2% |
| Admin fee / account holder | $775 | $12,400-93.7% | $10,762-92.8% | $11,403-93.2% |