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 | $242,512 | $197,591+22.7% | $177,821+36.4% | $158,922+52.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.84% | 58.76%-45.9pp | 48.32%-35.5pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,510 | $6,697-62.5% | $5,918-57.6% | $4,761-47.3% |
| Participant deferral / active EE | $6,000 | $8,405-28.6% | $7,714-22.2% | $5,982+0.3% |
| Admin fee / account holder | $2,715 | $15,399-82.4% | $12,427-78.2% | $11,246-75.9% |