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 | $212,436 | $177,572+19.6% | $154,803+37.2% | $142,382+49.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.16% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $8,227 | $4,810+71.0% | $4,305+91.1% | $4,299+91.4% |
| Participant deferral / active EE | $8,928 | $6,272+42.4% | $5,540+61.1% | $6,507+37.2% |
| Admin fee / account holder | $12,765 | $16,786-24.0% | $14,329-10.9% | $12,624+1.1% |