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 | $223,868 | $209,411+6.9% | $178,490+25.4% | $158,922+40.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.66% | 188.75%-176.1pp | 151.07%-138.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $8,378 | $5,706+46.8% | $5,011+67.2% | $4,761+76.0% |
| Participant deferral / active EE | $5,273 | $5,954-11.4% | $5,202+1.4% | $5,982-11.9% |
| Admin fee / account holder | $2,845 | $17,074-83.3% | $13,984-79.7% | $11,246-74.7% |