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 | $226,727 | $197,591+14.7% | $177,821+27.5% | $158,922+42.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.75% | 58.76%-42.0pp | 48.32%-31.6pp | 302.83%-286.1pp |
| Employer contribution / active EE | $16,749 | $6,697+150.1% | $5,918+183.0% | $4,761+251.8% |
| Participant deferral / active EE | $9,711 | $8,405+15.5% | $7,714+25.9% | $5,982+62.3% |
| Admin fee / account holder | $15,058 | $15,399-2.2% | $12,427+21.2% | $11,246+33.9% |