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 | $192,746 | $185,822+3.7% | $169,993+13.4% | $139,434+38.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.12% | 60.50%-36.4pp | 53.37%-29.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $10,319 | $7,590+35.9% | $6,785+52.1% | $4,751+117.2% |
| Participant deferral / active EE | $16,257 | $11,622+39.9% | $10,408+56.2% | $6,710+142.3% |
| Admin fee / account holder | $16,566 | $15,381+7.7% | $12,815+29.3% | $11,403+45.3% |