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 | $203,579 | $177,572+14.6% | $154,803+31.5% | $142,382+43.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.07% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $5,252 | $4,810+9.2% | $4,305+22.0% | $4,299+22.2% |
| Participant deferral / active EE | $11,499 | $6,272+83.3% | $5,540+107.5% | $6,507+76.7% |
| Admin fee / account holder | $213,912 | $16,786+1174.4% | $14,329+1392.8% | $12,624+1594.5% |