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 | $188,324 | $183,519+2.6% | $155,509+21.1% | $145,922+29.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.93% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.4pp |
| Employer contribution / active EE | $13,549 | $5,313+155.0% | $4,672+190.0% | $4,660+190.8% |
| Participant deferral / active EE | $4,866 | $6,462-24.7% | $5,626-13.5% | $6,688-27.2% |
| Admin fee / account holder | $1,639 | $19,313-91.5% | $15,912-89.7% | $13,397-87.8% |