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 | $225,650 | $209,336+7.8% | $197,124+14.5% | $137,256+64.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.77% | 48.09%-28.3pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $5,077 | $6,591-23.0% | $6,227-18.5% | $4,156+22.2% |
| Participant deferral / active EE | $6,432 | $9,614-33.1% | $9,135-29.6% | $6,407+0.4% |
| Admin fee / account holder | $20,746 | $17,308+19.9% | $16,298+27.3% | $12,270+69.1% |