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 | $241,404 | $214,378+12.6% | $200,582+20.4% | $142,382+69.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.91% | 46.41%-30.5pp | 42.33%-26.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $8,671 | $6,841+26.7% | $6,419+35.1% | $4,299+101.7% |
| Participant deferral / active EE | $13,782 | $9,865+39.7% | $9,331+47.7% | $6,507+111.8% |
| Admin fee / account holder | $39,149 | $17,692+121.3% | $16,305+140.1% | $12,624+210.1% |