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 | $245,067 | $228,332+7.3% | $185,823+31.9% | $158,922+54.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.48% | 40.80%-32.3pp | 35.95%-27.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $10,208 | $4,967+105.5% | $4,087+149.7% | $4,761+114.4% |
| Participant deferral / active EE | $7,616 | $6,415+18.7% | $5,632+35.2% | $5,982+27.3% |
| Admin fee / account holder | $62,742 | $11,864+428.8% | $9,500+560.4% | $11,246+457.9% |