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 | $203,203 | $181,894+11.7% | $156,549+29.8% | $273,961-25.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.89% | 30.74%-21.9pp | 32.23%-23.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $11,729 | $6,248+87.7% | $5,501+113.2% | $4,869+140.9% |
| Participant deferral / active EE | $9,389 | $5,550+69.2% | $4,871+92.8% | $5,287+77.6% |
| Admin fee / account holder | $2,819 | $15,559-81.9% | $13,027-78.4% | $10,132-72.2% |