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 | $209,628 | $209,411+0.1% | $178,490+17.4% | $158,922+31.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.21% | 188.75%-172.5pp | 151.07%-134.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,439 | $5,706-74.8% | $5,011-71.3% | $4,761-69.8% |
| Participant deferral / active EE | $5,290 | $5,954-11.2% | $5,202+1.7% | $5,982-11.6% |
| Admin fee / account holder | $7,768 | $17,074-54.5% | $13,984-44.5% | $11,246-30.9% |