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 | $238,656 | $227,553+4.9% | $189,557+25.9% | $167,490+42.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.50% | 78.40%-65.9pp | 64.17%-51.7pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,388 | $5,316-36.3% | $4,412-23.2% | $4,837-30.0% |
| Participant deferral / active EE | $10,805 | $7,002+54.3% | $6,174+75.0% | $6,341+70.4% |
| Admin fee / account holder | $1,481 | $11,878-87.5% | $9,807-84.9% | $12,309-88.0% |