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 | $200,650 | $135,635+47.9% | $110,238+82.0% | $135,375+48.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.04% | 513.19%-508.1pp | 314.74%-309.7pp | 519.73%-514.7pp |
| Employer contribution / active EE | $3,949 | $4,906-19.5% | $3,826+3.2% | $4,779-17.4% |
| Participant deferral / active EE | $5,833 | $5,506+5.9% | $4,672+24.8% | $5,609+4.0% |
| Admin fee / account holder | $10,099 | $11,457-11.8% | $8,547+18.2% | $10,827-6.7% |