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 | $215,085 | $209,411+2.7% | $178,490+20.5% | $158,922+35.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.48% | 188.75%-179.3pp | 151.07%-141.6pp | 302.83%-293.3pp |
| Employer contribution / active EE | $7,865 | $5,706+37.8% | $5,011+57.0% | $4,761+65.2% |
| Participant deferral / active EE | $5,146 | $5,954-13.6% | $5,202-1.1% | $5,982-14.0% |
| Admin fee / account holder | $2,355 | $17,074-86.2% | $13,984-83.2% | $11,246-79.1% |