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 | $198,861 | $177,572+12.0% | $154,803+28.5% | $142,382+39.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.39% | 65.07%-40.7pp | 58.88%-34.5pp | 217.08%-192.7pp |
| Employer contribution / active EE | $13,405 | $4,810+178.7% | $4,305+211.3% | $4,299+211.8% |
| Participant deferral / active EE | $8,548 | $6,272+36.3% | $5,540+54.3% | $6,507+31.4% |
| Admin fee / account holder | $7,408 | $16,786-55.9% | $14,329-48.3% | $12,624-41.3% |