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 | $190,191 | $183,519+3.6% | $155,509+22.3% | $145,922+30.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.48% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $8,174 | $5,313+53.9% | $4,672+74.9% | $4,660+75.4% |
| Participant deferral / active EE | $5,402 | $6,462-16.4% | $5,626-4.0% | $6,688-19.2% |
| Admin fee / account holder | $7,301 | $19,313-62.2% | $15,912-54.1% | $13,397-45.5% |