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 | $188,783 | $183,592+2.8% | $155,567+21.4% | $145,959+29.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.86% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $9,510 | $5,315+78.9% | $4,674+103.5% | $4,661+104.0% |
| Participant deferral / active EE | $6,824 | $6,464+5.6% | $5,628+21.3% | $6,689+2.0% |
| Admin fee / account holder | $3,729 | $19,318-80.7% | $15,916-76.6% | $13,398-72.2% |