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 | $185,516 | $178,174+4.1% | $156,181+18.8% | $137,256+35.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.87% | 84.19%-66.3pp | 64.87%-47.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,873 | $4,972-62.3% | $4,294-56.4% | $4,156-54.9% |
| Participant deferral / active EE | $7,970 | $6,888+15.7% | $6,132+30.0% | $6,407+24.4% |
| Admin fee / account holder | $3,070 | $17,404-82.4% | $14,586-79.0% | $12,270-75.0% |