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 3-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 | $235,845 | $179,726+31.2% | $156,263+50.9% | $142,382+65.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.42% | 77.86%-60.4pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $10,925 | $5,069+115.5% | $4,333+152.1% | $4,299+154.1% |
| Participant deferral / active EE | $3,676 | $6,956-47.2% | $6,158-40.3% | $6,507-43.5% |
| Admin fee / account holder | $9,064 | $17,272-47.5% | $14,255-36.4% | $12,624-28.2% |