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 | $214,402 | $159,602+34.3% | $150,045+42.9% | $142,382+50.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.07% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,266 | $4,961-14.0% | $4,693-9.1% | $4,299-0.8% |
| Participant deferral / active EE | $12,416 | $8,310+49.4% | $7,997+55.3% | $6,507+90.8% |
| Admin fee / account holder | $3,913 | $14,846-73.6% | $13,435-70.9% | $12,624-69.0% |