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 | $220,853 | $154,228+43.2% | $145,433+51.9% | $137,256+60.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.93% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $10,883 | $4,804+126.5% | $4,554+138.9% | $4,156+161.9% |
| Participant deferral / active EE | $15,230 | $8,216+85.4% | $7,897+92.9% | $6,407+137.7% |
| Admin fee / account holder | $36,495 | $14,344+154.4% | $13,129+178.0% | $12,270+197.4% |