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 4-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 | $227,209 | $201,272+12.9% | $184,203+23.3% | $145,922+55.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.55% | 29.00%-14.5pp | 28.81%-14.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,514 | $7,022-50.0% | $6,427-45.3% | $4,660-24.6% |
| Participant deferral / active EE | $11,814 | $9,806+20.5% | $9,131+29.4% | $6,688+76.7% |
| Admin fee / account holder | $5,897 | $16,364-64.0% | $13,901-57.6% | $13,397-56.0% |