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 | $236,517 | $201,272+17.5% | $184,203+28.4% | $145,922+62.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.91% | 29.00%-12.1pp | 28.81%-11.9pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,704 | $7,022-75.7% | $6,427-73.5% | $4,660-63.4% |
| Participant deferral / active EE | $8,667 | $9,806-11.6% | $9,131-5.1% | $6,688+29.6% |
| Admin fee / account holder | $1,574 | $16,364-90.4% | $13,901-88.7% | $13,397-88.3% |