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 | $233,329 | $177,572+31.4% | $154,803+50.7% | $142,382+63.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.09% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $13,479 | $4,810+180.2% | $4,305+213.1% | $4,299+213.5% |
| Participant deferral / active EE | $6,761 | $6,272+7.8% | $5,540+22.0% | $6,507+3.9% |
| Admin fee / account holder | $4,837 | $16,786-71.2% | $14,329-66.2% | $12,624-61.7% |