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 | $239,992 | $177,572+35.2% | $154,803+55.0% | $142,382+68.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.65% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,119 | $4,810-14.4% | $4,305-4.3% | $4,299-4.2% |
| Participant deferral / active EE | $9,664 | $6,272+54.1% | $5,540+74.4% | $6,507+48.5% |
| Admin fee / account holder | $838 | $16,786-95.0% | $14,329-94.1% | $12,624-93.4% |