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 | $232,361 | $209,411+11.0% | $178,490+30.2% | $158,922+46.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.03% | 188.75%-178.7pp | 151.07%-141.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $9,826 | $5,706+72.2% | $5,011+96.1% | $4,761+106.4% |
| Participant deferral / active EE | $10,235 | $5,954+71.9% | $5,202+96.8% | $5,982+71.1% |
| Admin fee / account holder | $3,783 | $17,074-77.8% | $13,984-72.9% | $11,246-66.4% |