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 | $214,447 | $171,164+25.3% | $127,761+67.9% | $152,861+40.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 23.98% | 23.54%+0.4pp | 26.14%-2.2pp | 345.32%-321.3pp |
| Employer contribution / active EE | $7,424 | $5,447+36.3% | $4,574+62.3% | $4,762+55.9% |
| Participant deferral / active EE | $7,548 | $7,038+7.2% | $6,021+25.3% | $5,850+29.0% |
| Admin fee / account holder | $1,074 | $14,530-92.6% | $9,395-88.6% | $11,596-90.7% |