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 | $213,665 | $214,378-0.3% | $200,582+6.5% | $142,382+50.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.79% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $6,863 | $6,841+0.3% | $6,419+6.9% | $4,299+59.6% |
| Participant deferral / active EE | $4,165 | $9,865-57.8% | $9,331-55.4% | $6,507-36.0% |
| Admin fee / account holder | $910 | $17,692-94.9% | $16,305-94.4% | $12,624-92.8% |