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 | $173,427 | $178,174-2.7% | $156,181+11.0% | $137,256+26.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 3720.10% | 84.19%+3635.9pp | 64.87%+3655.2pp | 220.34%+3499.8pp |
| Employer contribution / active EE | $3,133 | $4,972-37.0% | $4,294-27.0% | $4,156-24.6% |
| Participant deferral / active EE | $14,280 | $6,888+107.3% | $6,132+132.9% | $6,407+122.9% |
| Admin fee / account holder | $2,496 | $17,404-85.7% | $14,586-82.9% | $12,270-79.7% |