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 | $205,708 | $197,591+4.1% | $177,821+15.7% | $158,922+29.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.19% | 58.76%-46.6pp | 48.32%-36.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,897 | $6,697-71.7% | $5,918-67.9% | $4,761-60.1% |
| Participant deferral / active EE | $8,814 | $8,405+4.9% | $7,714+14.3% | $5,982+47.3% |
| Admin fee / account holder | $1,095 | $15,399-92.9% | $12,427-91.2% | $11,246-90.3% |