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 | $237,591 | $209,336+13.5% | $197,124+20.5% | $137,256+73.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.96% | 48.09%-28.1pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $11,614 | $6,591+76.2% | $6,227+86.5% | $4,156+179.4% |
| Participant deferral / active EE | $6,852 | $9,614-28.7% | $9,135-25.0% | $6,407+6.9% |
| Admin fee / account holder | $361 | $17,308-97.9% | $16,298-97.8% | $12,270-97.1% |