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 | $238,627 | $214,378+11.3% | $200,582+19.0% | $142,382+67.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.64% | 46.41%-33.8pp | 42.33%-29.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $5,575 | $6,841-18.5% | $6,419-13.1% | $4,299+29.7% |
| Participant deferral / active EE | $10,089 | $9,865+2.3% | $9,331+8.1% | $6,507+55.0% |
| Admin fee / account holder | $4,973 | $17,692-71.9% | $16,305-69.5% | $12,624-60.6% |