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 | $219,433 | $198,466+10.6% | $170,442+28.7% | $147,584+48.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.12% | 257.29%-239.2pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,670 | $6,184-40.6% | $5,433-32.4% | $4,876-24.7% |
| Participant deferral / active EE | $4,374 | $5,629-22.3% | $4,939-11.4% | $5,439-19.6% |
| Admin fee / account holder | $2,912 | $16,852-82.7% | $13,880-79.0% | $10,885-73.3% |