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 | $204,115 | $165,984+23.0% | $164,813+23.8% | $145,922+39.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.99% | 100.03%-78.0pp | 69.93%-47.9pp | 561.29%-539.3pp |
| Employer contribution / active EE | $5,235 | $5,273-0.7% | $4,341+20.6% | $4,660+12.4% |
| Participant deferral / active EE | $8,613 | $6,959+23.8% | $6,031+42.8% | $6,688+28.8% |
| Admin fee / account holder | $601 | $16,648-96.4% | $12,690-95.3% | $13,397-95.5% |