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 | $200,862 | $183,519+9.5% | $155,509+29.2% | $145,922+37.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.30% | 61.17%-42.9pp | 64.67%-46.4pp | 561.29%-543.0pp |
| Employer contribution / active EE | $6,499 | $5,313+22.3% | $4,672+39.1% | $4,660+39.5% |
| Participant deferral / active EE | $6,815 | $6,462+5.5% | $5,626+21.1% | $6,688+1.9% |
| Admin fee / account holder | $5,124 | $19,313-73.5% | $15,912-67.8% | $13,397-61.8% |