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 | $191,327 | $177,572+7.7% | $154,803+23.6% | $142,382+34.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.90% | 65.07%-40.2pp | 58.88%-34.0pp | 217.08%-192.2pp |
| Employer contribution / active EE | $3,294 | $4,810-31.5% | $4,305-23.5% | $4,299-23.4% |
| Participant deferral / active EE | $9,291 | $6,272+48.1% | $5,540+67.7% | $6,507+42.8% |
| Admin fee / account holder | $2,765 | $16,786-83.5% | $14,329-80.7% | $12,624-78.1% |