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 | $198,438 | $172,111+15.3% | $150,298+32.0% | $137,256+44.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.12% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,398 | $4,636+16.4% | $4,154+29.9% | $4,156+29.9% |
| Participant deferral / active EE | $5,167 | $6,166-16.2% | $5,453-5.2% | $6,407-19.4% |
| Admin fee / account holder | $7,021 | $16,471-57.4% | $14,116-50.3% | $12,270-42.8% |