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 | $211,944 | $175,202+21.0% | $149,673+41.6% | $139,434+52.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.23% | 166.71%-154.5pp | 134.42%-122.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $6,750 | $5,474+23.3% | $4,818+40.1% | $4,751+42.1% |
| Participant deferral / active EE | $3,278 | $6,519-49.7% | $5,680-42.3% | $6,710-51.1% |
| Admin fee / account holder | $454 | $16,150-97.2% | $13,210-96.6% | $11,403-96.0% |