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 | $208,984 | $183,592+13.8% | $155,567+34.3% | $145,959+43.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.08% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $6,416 | $5,315+20.7% | $4,674+37.3% | $4,661+37.7% |
| Participant deferral / active EE | $5,178 | $6,464-19.9% | $5,628-8.0% | $6,689-22.6% |
| Admin fee / account holder | $1,637 | $19,318-91.5% | $15,916-89.7% | $13,398-87.8% |