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 | $208,527 | $209,411-0.4% | $178,490+16.8% | $158,922+31.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.33% | 188.75%-169.4pp | 151.07%-131.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,399 | $5,706-58.0% | $5,011-52.1% | $4,761-49.6% |
| Participant deferral / active EE | $6,969 | $5,954+17.0% | $5,202+34.0% | $5,982+16.5% |
| Admin fee / account holder | $1,726 | $17,074-89.9% | $13,984-87.7% | $11,246-84.7% |