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 | $206,956 | $185,822+11.4% | $169,993+21.7% | $139,434+48.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.95% | 60.50%-43.6pp | 53.37%-36.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $5,634 | $7,590-25.8% | $6,785-17.0% | $4,751+18.6% |
| Participant deferral / active EE | $13,263 | $11,622+14.1% | $10,408+27.4% | $6,710+97.7% |
| Admin fee / account holder | $115,129 | $15,381+648.5% | $12,815+798.4% | $11,403+909.7% |