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 7-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 | $193,056 | $183,519+5.2% | $155,509+24.1% | $145,922+32.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.84% | 61.17%-42.3pp | 64.67%-45.8pp | 561.29%-542.4pp |
| Employer contribution / active EE | $6,534 | $5,313+23.0% | $4,672+39.9% | $4,660+40.2% |
| Participant deferral / active EE | $7,489 | $6,462+15.9% | $5,626+33.1% | $6,688+12.0% |
| Admin fee / account holder | $6,765 | $19,313-65.0% | $15,912-57.5% | $13,397-49.5% |