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 | $224,340 | $148,534+51.0% | $135,903+65.1% | $139,434+60.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.77% | 79.19%-63.4pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $6,340 | $5,243+20.9% | $4,856+30.6% | $4,751+33.4% |
| Participant deferral / active EE | $5,320 | $8,100-34.3% | $7,758-31.4% | $6,710-20.7% |
| Admin fee / account holder | $322 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |