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 | $201,002 | $176,056+14.2% | $159,436+26.1% | $167,490+20.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.85% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,717 | $5,297-48.7% | $4,829-43.7% | $4,837-43.8% |
| Participant deferral / active EE | $6,682 | $7,750-13.8% | $7,352-9.1% | $6,341+5.4% |
| Admin fee / account holder | $4,146 | $12,554-67.0% | $10,799-61.6% | $12,309-66.3% |