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 | $239,191 | $209,411+14.2% | $178,490+34.0% | $158,922+50.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.57% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,928 | $5,706-48.7% | $5,011-41.6% | $4,761-38.5% |
| Participant deferral / active EE | $5,051 | $5,954-15.2% | $5,202-2.9% | $5,982-15.6% |
| Admin fee / account holder | $1,099 | $17,074-93.6% | $13,984-92.1% | $11,246-90.2% |