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 | $202,717 | $228,332-11.2% | $185,823+9.1% | $158,922+27.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.04% | 40.80%-34.8pp | 35.95%-29.9pp | 302.83%-296.8pp |
| Employer contribution / active EE | $22,143 | $4,967+345.8% | $4,087+441.7% | $4,761+365.1% |
| Participant deferral / active EE | $25,110 | $6,415+291.4% | $5,632+345.8% | $5,982+319.7% |
| Admin fee / account holder | $66,708 | $11,864+462.3% | $9,500+602.2% | $11,246+493.2% |