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 | $208,006 | $185,822+11.9% | $169,993+22.4% | $139,434+49.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.22% | 60.50%-45.3pp | 53.37%-38.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $10,527 | $7,590+38.7% | $6,785+55.1% | $4,751+121.6% |
| Participant deferral / active EE | $9,009 | $11,622-22.5% | $10,408-13.4% | $6,710+34.3% |
| Admin fee / account holder | $1,640 | $15,381-89.3% | $12,815-87.2% | $11,403-85.6% |