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 | $203,755 | $198,466+2.7% | $170,442+19.5% | $147,584+38.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.07% | 257.29%-237.2pp | 205.93%-185.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,116 | $6,184-65.8% | $5,433-61.1% | $4,876-56.6% |
| Participant deferral / active EE | $7,122 | $5,629+26.5% | $4,939+44.2% | $5,439+31.0% |
| Admin fee / account holder | $25,534 | $16,852+51.5% | $13,880+84.0% | $10,885+134.6% |