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 | $200,126 | $149,734+33.7% | $118,925+68.3% | $158,922+25.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 22.91% | 19.95%+3.0pp | 35.88%-13.0pp | 302.83%-279.9pp |
| Employer contribution / active EE | $4,800 | $4,115+16.6% | $3,263+47.1% | $4,761+0.8% |
| Participant deferral / active EE | $4,800 | $5,223-8.1% | $4,265+12.5% | $5,982-19.8% |
| Admin fee / account holder | $1,047 | $8,603-87.8% | $6,581-84.1% | $11,246-90.7% |