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 | $217,849 | $172,478+26.3% | $145,661+49.6% | $142,382+53.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 15.34% | 151.09%-135.7pp | 101.46%-86.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,620 | $4,899-66.9% | $4,238-61.8% | $4,299-62.3% |
| Participant deferral / active EE | $15,500 | $8,348+85.7% | $7,198+115.3% | $6,507+138.2% |
| Admin fee / account holder | $387 | $16,864-97.7% | $12,466-96.9% | $12,624-96.9% |