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 | $188,165 | $180,749+4.1% | $160,784+17.0% | $137,256+37.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.18% | 2234.46%-2219.3pp | 1803.92%-1788.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $5,266 | $4,155+26.7% | $3,733+41.1% | $4,156+26.7% |
| Participant deferral / active EE | $8,809 | $6,844+28.7% | $6,293+40.0% | $6,407+37.5% |
| Admin fee / account holder | $20,085 | $10,397+93.2% | $9,717+106.7% | $12,270+63.7% |