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 | $214,332 | $177,572+20.7% | $154,803+38.5% | $142,382+50.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.69% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $9,978 | $4,810+107.4% | $4,305+131.7% | $4,299+132.1% |
| Participant deferral / active EE | $9,163 | $6,272+46.1% | $5,540+65.4% | $6,507+40.8% |
| Admin fee / account holder | $2,578 | $16,786-84.6% | $14,329-82.0% | $12,624-79.6% |