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 | $215,256 | $177,572+21.2% | $154,803+39.1% | $142,382+51.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.89% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $6,571 | $4,810+36.6% | $4,305+52.6% | $4,299+52.9% |
| Participant deferral / active EE | $27,877 | $6,272+344.5% | $5,540+403.2% | $6,507+328.4% |
| Admin fee / account holder | $9,968 | $16,786-40.6% | $14,329-30.4% | $12,624-21.0% |