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 | $215,751 | $209,411+3.0% | $178,490+20.9% | $158,922+35.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.15% | 188.75%-177.6pp | 151.07%-139.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $9,581 | $5,706+67.9% | $5,011+91.2% | $4,761+101.2% |
| Participant deferral / active EE | $9,100 | $5,954+52.8% | $5,202+74.9% | $5,982+52.1% |
| Admin fee / account holder | $9,011 | $17,074-47.2% | $13,984-35.6% | $11,246-19.9% |