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 | $201,817 | $185,822+8.6% | $169,993+18.7% | $139,434+44.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.61% | 60.50%-25.9pp | 53.37%-18.8pp | 372.94%-338.3pp |
| Employer contribution / active EE | $10,172 | $7,590+34.0% | $6,785+49.9% | $4,751+114.1% |
| Participant deferral / active EE | $4,994 | $11,622-57.0% | $10,408-52.0% | $6,710-25.6% |
| Admin fee / account holder | $1,430 | $15,381-90.7% | $12,815-88.8% | $11,403-87.5% |