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 | $247,394 | $209,336+18.2% | $197,124+25.5% | $137,256+80.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.04% | 48.09%-29.0pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $8,032 | $6,591+21.9% | $6,227+29.0% | $4,156+93.3% |
| Participant deferral / active EE | $13,625 | $9,614+41.7% | $9,135+49.2% | $6,407+112.7% |
| Admin fee / account holder | $752 | $17,308-95.7% | $16,298-95.4% | $12,270-93.9% |