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 | $201,251 | $179,726+12.0% | $156,263+28.8% | $142,382+41.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.33% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $8,404 | $5,069+65.8% | $4,333+93.9% | $4,299+95.5% |
| Participant deferral / active EE | $3,800 | $6,956-45.4% | $6,158-38.3% | $6,507-41.6% |
| Admin fee / account holder | $15,514 | $17,272-10.2% | $14,255+8.8% | $12,624+22.9% |