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 | $211,604 | $197,591+7.1% | $177,821+19.0% | $158,922+33.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.49% | 58.76%-44.3pp | 48.32%-33.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $9,031 | $6,697+34.8% | $5,918+52.6% | $4,761+89.7% |
| Participant deferral / active EE | $9,620 | $8,405+14.5% | $7,714+24.7% | $5,982+60.8% |
| Admin fee / account holder | $1,982 | $15,399-87.1% | $12,427-84.1% | $11,246-82.4% |