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 | $243,208 | $183,519+32.5% | $155,509+56.4% | $145,922+66.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.43% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.9pp |
| Employer contribution / active EE | $5,406 | $5,313+1.7% | $4,672+15.7% | $4,660+16.0% |
| Participant deferral / active EE | $10,942 | $6,462+69.3% | $5,626+94.5% | $6,688+63.6% |
| Admin fee / account holder | $19,064 | $19,313-1.3% | $15,912+19.8% | $13,397+42.3% |