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 | $205,286 | $201,272+2.0% | $184,203+11.4% | $145,922+40.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.41% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $6,766 | $7,022-3.6% | $6,427+5.3% | $4,660+45.2% |
| Participant deferral / active EE | $11,661 | $9,806+18.9% | $9,131+27.7% | $6,688+74.4% |
| Admin fee / account holder | $2,128 | $16,364-87.0% | $13,901-84.7% | $13,397-84.1% |