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 | $219,797 | $183,519+19.8% | $155,509+41.3% | $145,922+50.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.85% | 61.17%-35.3pp | 64.67%-38.8pp | 561.29%-535.4pp |
| Employer contribution / active EE | $8,118 | $5,313+52.8% | $4,672+73.7% | $4,660+74.2% |
| Participant deferral / active EE | $5,751 | $6,462-11.0% | $5,626+2.2% | $6,688-14.0% |
| Admin fee / account holder | $5,327 | $19,313-72.4% | $15,912-66.5% | $13,397-60.2% |