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 | $189,576 | $148,534+27.6% | $135,903+39.5% | $139,434+36.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.61% | 79.19%-62.6pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,196 | $5,243-20.0% | $4,856-13.6% | $4,751-11.7% |
| Participant deferral / active EE | $17,585 | $8,100+117.1% | $7,758+126.7% | $6,710+162.1% |
| Admin fee / account holder | $520 | $12,400-95.8% | $10,762-95.2% | $11,403-95.4% |