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 | $222,937 | $115,882+92.4% | $100,516+121.8% | $158,922+40.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.80% | 34.79%-20.0pp | 30.89%-16.1pp | 302.83%-288.0pp |
| Employer contribution / active EE | $4,057 | $4,103-1.1% | $3,418+18.7% | $4,761-14.8% |
| Participant deferral / active EE | $7,619 | $6,674+14.2% | $6,270+21.5% | $5,982+27.4% |
| Admin fee / account holder | $10,364 | $10,995-5.7% | $8,081+28.3% | $11,246-7.8% |