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 | $208,231 | $177,572+17.3% | $154,803+34.5% | $142,382+46.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.82% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $13,008 | $4,810+170.4% | $4,305+202.1% | $4,299+202.6% |
| Participant deferral / active EE | $8,797 | $6,272+40.3% | $5,540+58.8% | $6,507+35.2% |
| Admin fee / account holder | $1,580 | $16,786-90.6% | $14,329-89.0% | $12,624-87.5% |