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 | $223,830 | $198,466+12.8% | $170,442+31.3% | $147,584+51.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.91% | 257.29%-236.4pp | 205.93%-185.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,230 | $6,184-63.9% | $5,433-59.0% | $4,876-54.3% |
| Participant deferral / active EE | $10,118 | $5,629+79.7% | $4,939+104.8% | $5,439+86.0% |
| Admin fee / account holder | $1,681 | $16,852-90.0% | $13,880-87.9% | $10,885-84.6% |