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 | $225,275 | $183,519+22.8% | $155,509+44.9% | $145,922+54.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.97% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,463 | $5,313-72.5% | $4,672-68.7% | $4,660-68.6% |
| Participant deferral / active EE | $3,955 | $6,462-38.8% | $5,626-29.7% | $6,688-40.9% |
| Admin fee / account holder | $11,898 | $19,313-38.4% | $15,912-25.2% | $13,397-11.2% |