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 | $225,225 | $198,466+13.5% | $170,442+32.1% | $147,584+52.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.12% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $6,940 | $6,184+12.2% | $5,433+27.7% | $4,876+42.3% |
| Participant deferral / active EE | $9,872 | $5,629+75.4% | $4,939+99.9% | $5,439+81.5% |
| Admin fee / account holder | $11,115 | $16,852-34.0% | $13,880-19.9% | $10,885+2.1% |