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 | $199,913 | $183,519+8.9% | $155,509+28.6% | $145,922+37.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.59% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,960 | $5,313-63.1% | $4,672-58.0% | $4,660-57.9% |
| Participant deferral / active EE | $9,320 | $6,462+44.2% | $5,626+65.7% | $6,688+39.4% |
| Admin fee / account holder | $1,730 | $19,313-91.0% | $15,912-89.1% | $13,397-87.1% |