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 | $152,843 | $111,535+37.0% | $105,223+45.3% | $137,256+11.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.23% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $6,252 | $3,939+58.7% | $3,689+69.5% | $4,156+50.4% |
| Participant deferral / active EE | $6,405 | $5,500+16.5% | $5,072+26.3% | $6,4070% |
| Admin fee / account holder | $474 | $9,721-95.1% | $8,859-94.7% | $12,270-96.1% |