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 | $215,173 | $201,272+6.9% | $184,203+16.8% | $145,922+47.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.88% | 29.00%-5.1pp | 28.81%-4.9pp | 561.29%-537.4pp |
| Employer contribution / active EE | $6,659 | $7,022-5.2% | $6,427+3.6% | $4,660+42.9% |
| Participant deferral / active EE | $4,836 | $9,806-50.7% | $9,131-47.0% | $6,688-27.7% |
| Admin fee / account holder | $80,471 | $16,364+391.8% | $13,901+478.9% | $13,397+500.7% |