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 | $181,922 | $178,174+2.1% | $156,181+16.5% | $137,256+32.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 45.01% | 84.19%-39.2pp | 64.87%-19.9pp | 220.34%-175.3pp |
| Employer contribution / active EE | $3,374 | $4,972-32.1% | $4,294-21.4% | $4,156-18.8% |
| Participant deferral / active EE | $8,158 | $6,888+18.4% | $6,132+33.0% | $6,407+27.3% |
| Admin fee / account holder | $2,352 | $17,404-86.5% | $14,586-83.9% | $12,270-80.8% |