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 | $219,770 | $185,822+18.3% | $169,993+29.3% | $139,434+57.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.72% | 60.50%-32.8pp | 53.37%-25.6pp | 372.94%-345.2pp |
| Employer contribution / active EE | $9,477 | $7,590+24.9% | $6,785+39.7% | $4,751+99.5% |
| Participant deferral / active EE | $11,623 | $11,6220% | $10,408+11.7% | $6,710+73.2% |
| Admin fee / account holder | $24,504 | $15,381+59.3% | $12,815+91.2% | $11,403+114.9% |