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 | $249,389 | $197,591+26.2% | $177,821+40.2% | $158,922+56.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.20% | 58.76%-43.6pp | 48.32%-33.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $4,400 | $6,697-34.3% | $5,918-25.7% | $4,761-7.6% |
| Participant deferral / active EE | $5,518 | $8,405-34.3% | $7,714-28.5% | $5,982-7.8% |
| Admin fee / account holder | $4,435 | $15,399-71.2% | $12,427-64.3% | $11,246-60.6% |