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 | $242,495 | $209,411+15.8% | $178,490+35.9% | $158,922+52.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.09% | 188.75%-181.7pp | 151.07%-144.0pp | 302.83%-295.7pp |
| Employer contribution / active EE | $7,915 | $5,706+38.7% | $5,011+58.0% | $4,761+66.2% |
| Participant deferral / active EE | $6,173 | $5,954+3.7% | $5,202+18.7% | $5,982+3.2% |
| Admin fee / account holder | $28,907 | $17,074+69.3% | $13,984+106.7% | $11,246+157.1% |