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 | $248,496 | $209,411+18.7% | $178,490+39.2% | $158,922+56.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.24% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $5,598 | $5,706-1.9% | $5,011+11.7% | $4,761+17.6% |
| Participant deferral / active EE | $8,428 | $5,954+41.5% | $5,202+62.0% | $5,982+40.9% |
| Admin fee / account holder | $3,744 | $17,074-78.1% | $13,984-73.2% | $11,246-66.7% |