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 | $187,286 | $159,602+17.3% | $150,045+24.8% | $142,382+31.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.60% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $5,011 | $4,961+1.0% | $4,693+6.8% | $4,299+16.6% |
| Participant deferral / active EE | $5,792 | $8,310-30.3% | $7,997-27.6% | $6,507-11.0% |
| Admin fee / account holder | $1,554 | $14,846-89.5% | $13,435-88.4% | $12,624-87.7% |