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 | $233,144 | $177,572+31.3% | $154,803+50.6% | $142,382+63.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.83% | 65.07%-51.2pp | 58.88%-45.1pp | 217.08%-203.2pp |
| Employer contribution / active EE | $14,307 | $4,810+197.4% | $4,305+232.3% | $4,299+232.8% |
| Participant deferral / active EE | $8,992 | $6,272+43.4% | $5,540+62.3% | $6,507+38.2% |
| Admin fee / account holder | $10,127 | $16,786-39.7% | $14,329-29.3% | $12,624-19.8% |