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 | $231,027 | $209,411+10.3% | $178,490+29.4% | $158,922+45.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.46% | 188.75%-180.3pp | 151.07%-142.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $6,493 | $5,706+13.8% | $5,011+29.6% | $4,761+36.4% |
| Participant deferral / active EE | $8,539 | $5,954+43.4% | $5,202+64.2% | $5,982+42.7% |
| Admin fee / account holder | $74,886 | $17,074+338.6% | $13,984+435.5% | $11,246+565.9% |