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 | $191,898 | $177,572+8.1% | $154,803+24.0% | $142,382+34.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.46% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,240 | $4,810+71.3% | $4,305+91.4% | $4,299+91.7% |
| Participant deferral / active EE | $8,024 | $6,272+27.9% | $5,540+44.8% | $6,507+23.3% |
| Admin fee / account holder | $2,727 | $16,786-83.8% | $14,329-81.0% | $12,624-78.4% |