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 | $200,988 | $198,466+1.3% | $170,442+17.9% | $147,584+36.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.63% | 257.29%-240.7pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $7,958 | $6,184+28.7% | $5,433+46.5% | $4,876+63.2% |
| Participant deferral / active EE | $3,994 | $5,629-29.0% | $4,939-19.1% | $5,439-26.6% |
| Admin fee / account holder | $11,183 | $16,852-33.6% | $13,880-19.4% | $10,885+2.7% |