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 | $202,399 | $209,411-3.3% | $178,490+13.4% | $158,922+27.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.90% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,460 | $5,706-56.9% | $5,011-50.9% | $4,761-48.3% |
| Participant deferral / active EE | $6,921 | $5,954+16.2% | $5,202+33.1% | $5,982+15.7% |
| Admin fee / account holder | $2,397 | $17,074-86.0% | $13,984-82.9% | $11,246-78.7% |