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 | $220,107 | $157,256+40.0% | $141,162+55.9% | $152,861+44.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.72% | 64.32%-49.6pp | 71.39%-56.7pp | 345.32%-330.6pp |
| Employer contribution / active EE | $6,829 | $5,261+29.8% | $4,735+44.2% | $4,762+43.4% |
| Participant deferral / active EE | $5,579 | $7,109-21.5% | $6,709-16.8% | $5,850-4.6% |
| Admin fee / account holder | $10,378 | $12,120-14.4% | $10,261+1.1% | $11,596-10.5% |