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 | $228,982 | $198,466+15.4% | $170,442+34.3% | $147,584+55.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.61% | 257.29%-243.7pp | 205.93%-192.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,251 | $6,184-63.6% | $5,433-58.6% | $4,876-53.8% |
| Participant deferral / active EE | $10,748 | $5,629+90.9% | $4,939+117.6% | $5,439+97.6% |
| Admin fee / account holder | $2,000 | $16,852-88.1% | $13,880-85.6% | $10,885-81.6% |