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 | $221,077 | $177,572+24.5% | $154,803+42.8% | $142,382+55.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.91% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,089 | $4,810-56.6% | $4,305-51.5% | $4,299-51.4% |
| Participant deferral / active EE | $3,811 | $6,272-39.2% | $5,540-31.2% | $6,507-41.4% |
| Admin fee / account holder | $1,815 | $16,786-89.2% | $14,329-87.3% | $12,624-85.6% |