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 | $234,936 | $201,272+16.7% | $184,203+27.5% | $145,922+61.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.63% | 29.00%-10.4pp | 28.81%-10.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,757 | $7,022-60.7% | $6,427-57.1% | $4,660-40.8% |
| Participant deferral / active EE | $8,661 | $9,806-11.7% | $9,131-5.2% | $6,688+29.5% |
| Admin fee / account holder | $2,858 | $16,364-82.5% | $13,901-79.4% | $13,397-78.7% |