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 | $201,861 | $176,812+14.2% | $146,665+37.6% | $167,490+20.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.90% | 24.03%-11.1pp | 22.74%-9.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $21,639 | $5,160+319.4% | $4,136+423.2% | $4,837+347.3% |
| Participant deferral / active EE | $11,454 | $6,440+77.9% | $5,506+108.0% | $6,341+80.6% |
| Admin fee / account holder | $13,535 | $13,259+2.1% | $10,280+31.7% | $12,309+10.0% |