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 | $204,951 | $159,901+28.2% | $146,958+39.5% | $145,922+40.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.80% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,861 | $5,286-27.0% | $4,933-21.7% | $4,660-17.1% |
| Participant deferral / active EE | $8,229 | $8,428-2.4% | $8,070+2.0% | $6,688+23.0% |
| Admin fee / account holder | $2,062 | $15,044-86.3% | $12,998-84.1% | $13,397-84.6% |