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 | $201,505 | $197,591+2.0% | $177,821+13.3% | $158,922+26.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.30% | 58.76%-34.5pp | 48.32%-24.0pp | 302.83%-278.5pp |
| Employer contribution / active EE | $7,294 | $6,697+8.9% | $5,918+23.2% | $4,761+53.2% |
| Participant deferral / active EE | $11,737 | $8,405+39.6% | $7,714+52.2% | $5,982+96.2% |
| Admin fee / account holder | $2,785 | $15,399-81.9% | $12,427-77.6% | $11,246-75.2% |