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 | $247,113 | $197,591+25.1% | $177,821+39.0% | $158,922+55.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.95% | 58.76%-41.8pp | 48.32%-31.4pp | 302.83%-285.9pp |
| Employer contribution / active EE | $4,070 | $6,697-39.2% | $5,918-31.2% | $4,761-14.5% |
| Participant deferral / active EE | $9,815 | $8,405+16.8% | $7,714+27.2% | $5,982+64.1% |
| Admin fee / account holder | $1,039 | $15,399-93.3% | $12,427-91.6% | $11,246-90.8% |