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 | $201,820 | $175,202+15.2% | $149,673+34.8% | $139,434+44.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.44% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $5,430 | $5,474-0.8% | $4,818+12.7% | $4,751+14.3% |
| Participant deferral / active EE | $3,702 | $6,519-43.2% | $5,680-34.8% | $6,710-44.8% |
| Admin fee / account holder | $671 | $16,150-95.8% | $13,210-94.9% | $11,403-94.1% |