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 | $236,037 | $183,519+28.6% | $155,509+51.8% | $145,922+61.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.12% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $6,069 | $5,313+14.2% | $4,672+29.9% | $4,660+30.2% |
| Participant deferral / active EE | $8,311 | $6,462+28.6% | $5,626+47.7% | $6,688+24.3% |
| Admin fee / account holder | $8,187 | $19,313-57.6% | $15,912-48.5% | $13,397-38.9% |