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 | $204,559 | $201,272+1.6% | $184,203+11.1% | $145,922+40.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.31% | 29.00%-11.7pp | 28.81%-11.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $11,193 | $7,022+59.4% | $6,427+74.1% | $4,660+140.2% |
| Participant deferral / active EE | $16,822 | $9,806+71.5% | $9,131+84.2% | $6,688+151.5% |
| Admin fee / account holder | $29,412 | $16,364+79.7% | $13,901+111.6% | $13,397+119.5% |