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 | $245,433 | $202,432+21.2% | $169,368+44.9% | $139,434+76.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.93% | 531.74%-517.8pp | 405.60%-391.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $11,103 | $4,692+136.6% | $4,013+176.7% | $4,751+133.7% |
| Participant deferral / active EE | $5,875 | $6,938-15.3% | $6,221-5.6% | $6,710-12.4% |
| Admin fee / account holder | $1,031 | $10,708-90.4% | $9,003-88.5% | $11,403-91.0% |