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 | $240,475 | $183,519+31.0% | $155,509+54.6% | $145,922+64.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.85% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $6,533 | $5,313+23.0% | $4,672+39.8% | $4,660+40.2% |
| Participant deferral / active EE | $8,984 | $6,462+39.0% | $5,626+59.7% | $6,688+34.3% |
| Admin fee / account holder | $3,350 | $19,313-82.7% | $15,912-78.9% | $13,397-75.0% |