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 | $220,819 | $201,259+9.7% | $184,200+19.9% | $145,959+51.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.04% | 28.98%-18.9pp | 28.80%-18.8pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,878 | $7,018-59.0% | $6,424-55.2% | $4,661-38.2% |
| Participant deferral / active EE | $9,232 | $9,806-5.9% | $9,132+1.1% | $6,689+38.0% |
| Admin fee / account holder | $5,633 | $16,372-65.6% | $13,907-59.5% | $13,398-58.0% |