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 | $209,543 | $183,963+13.9% | $162,163+29.2% | $152,861+37.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.68% | 150.76%-131.1pp | 115.59%-95.9pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,565 | $6,371-59.7% | $5,614-54.3% | $4,762-46.1% |
| Participant deferral / active EE | $7,548 | $8,034-6.1% | $7,298+3.4% | $5,850+29.0% |
| Admin fee / account holder | $10,404 | $13,121-20.7% | $10,843-4.0% | $11,596-10.3% |