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 | $226,918 | $185,822+22.1% | $169,993+33.5% | $139,434+62.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.91% | 60.50%-40.6pp | 53.37%-33.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $4,789 | $7,590-36.9% | $6,785-29.4% | $4,751+0.8% |
| Participant deferral / active EE | $5,971 | $11,622-48.6% | $10,408-42.6% | $6,710-11.0% |
| Admin fee / account holder | $26,627 | $15,381+73.1% | $12,815+107.8% | $11,403+133.5% |