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 | $243,345 | $159,602+52.5% | $150,045+62.2% | $142,382+70.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.56% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,024 | $4,961-59.2% | $4,693-56.9% | $4,299-52.9% |
| Participant deferral / active EE | $6,685 | $8,310-19.6% | $7,997-16.4% | $6,507+2.7% |
| Admin fee / account holder | $2,055 | $14,846-86.2% | $13,435-84.7% | $12,624-83.7% |