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 | $244,011 | $209,411+16.5% | $178,490+36.7% | $158,922+53.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.46% | 188.75%-167.3pp | 151.07%-129.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,873 | $5,706-49.7% | $5,011-42.7% | $4,761-39.7% |
| Participant deferral / active EE | $8,514 | $5,954+43.0% | $5,202+63.7% | $5,982+42.3% |
| Admin fee / account holder | $1,616 | $17,074-90.5% | $13,984-88.4% | $11,246-85.6% |