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 | $201,578 | $177,572+13.5% | $154,803+30.2% | $142,382+41.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.89% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $11,035 | $4,810+129.4% | $4,305+156.3% | $4,299+156.7% |
| Participant deferral / active EE | $15,562 | $6,272+148.1% | $5,540+180.9% | $6,507+139.2% |
| Admin fee / account holder | $6,739 | $16,786-59.9% | $14,329-53.0% | $12,624-46.6% |