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 8-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 | $228,715 | $210,648+8.6% | $177,989+28.5% | $145,922+56.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.63% | 385.86%-375.2pp | 294.48%-283.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $11,332 | $4,565+148.3% | $3,949+187.0% | $4,660+143.2% |
| Participant deferral / active EE | $10,600 | $6,958+52.3% | $6,276+68.9% | $6,688+58.5% |
| Admin fee / account holder | $11,058 | $12,013-8.0% | $10,363+6.7% | $13,397-17.5% |