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 | $190,842 | $177,572+7.5% | $154,803+23.3% | $142,382+34.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.79% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,096 | $4,810+5.9% | $4,305+18.4% | $4,299+18.5% |
| Participant deferral / active EE | $4,126 | $6,272-34.2% | $5,540-25.5% | $6,507-36.6% |
| Admin fee / account holder | $3,903 | $16,786-76.7% | $14,329-72.8% | $12,624-69.1% |