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 | $185,486 | $180,749+2.6% | $160,784+15.4% | $137,256+35.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.37% | 2234.46%-2219.1pp | 1803.92%-1788.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,702 | $4,155+13.2% | $3,733+26.0% | $4,156+13.1% |
| Participant deferral / active EE | $2,851 | $6,844-58.3% | $6,293-54.7% | $6,407-55.5% |
| Admin fee / account holder | $1,596 | $10,397-84.7% | $9,717-83.6% | $12,270-87.0% |