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 | $242,833 | $183,519+32.3% | $155,509+56.2% | $145,922+66.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.59% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.7pp |
| Employer contribution / active EE | $7,109 | $5,313+33.8% | $4,672+52.1% | $4,660+52.6% |
| Participant deferral / active EE | $3,640 | $6,462-43.7% | $5,626-35.3% | $6,688-45.6% |
| Admin fee / account holder | $1,833 | $19,313-90.5% | $15,912-88.5% | $13,397-86.3% |