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 | $227,649 | $183,963+23.7% | $162,163+40.4% | $152,861+48.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.78% | 150.76%-130.0pp | 115.59%-94.8pp | 345.32%-324.5pp |
| Employer contribution / active EE | $6,427 | $6,371+0.9% | $5,614+14.5% | $4,762+35.0% |
| Participant deferral / active EE | $6,219 | $8,034-22.6% | $7,298-14.8% | $5,850+6.3% |
| Admin fee / account holder | $385 | $13,121-97.1% | $10,843-96.4% | $11,596-96.7% |