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 | $224,517 | $159,602+40.7% | $150,045+49.6% | $142,382+57.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.68% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,600 | $4,961+12.9% | $4,693+19.3% | $4,299+30.3% |
| Participant deferral / active EE | $14,000 | $8,310+68.5% | $7,997+75.1% | $6,507+115.1% |
| Admin fee / account holder | $740 | $14,846-95.0% | $13,435-94.5% | $12,624-94.1% |