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 | $219,120 | $177,572+23.4% | $154,803+41.5% | $142,382+53.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.08% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $8,990 | $4,810+86.9% | $4,305+108.8% | $4,299+109.1% |
| Participant deferral / active EE | $4,287 | $6,272-31.6% | $5,540-22.6% | $6,507-34.1% |
| Admin fee / account holder | $642 | $16,786-96.2% | $14,329-95.5% | $12,624-94.9% |