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 | $229,016 | $209,411+9.4% | $178,490+28.3% | $158,922+44.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.89% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $5,995 | $5,706+5.1% | $5,011+19.6% | $4,761+25.9% |
| Participant deferral / active EE | $8,699 | $5,954+46.1% | $5,202+67.2% | $5,982+45.4% |
| Admin fee / account holder | $6,961 | $17,074-59.2% | $13,984-50.2% | $11,246-38.1% |