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 | $229,410 | $177,572+29.2% | $154,803+48.2% | $142,382+61.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.59% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,972 | $4,810-59.0% | $4,305-54.2% | $4,299-54.1% |
| Participant deferral / active EE | $7,904 | $6,272+26.0% | $5,540+42.7% | $6,507+21.5% |
| Admin fee / account holder | $28,667 | $16,786+70.8% | $14,329+100.1% | $12,624+127.1% |