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 | $225,320 | $175,202+28.6% | $149,673+50.5% | $139,434+61.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.03% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,893 | $5,474-47.2% | $4,818-40.0% | $4,751-39.1% |
| Participant deferral / active EE | $6,302 | $6,519-3.3% | $5,680+11.0% | $6,710-6.1% |
| Admin fee / account holder | $2,227 | $16,150-86.2% | $13,210-83.1% | $11,403-80.5% |