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 | $202,694 | $201,272+0.7% | $184,203+10.0% | $145,922+38.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.80% | 29.00%-18.2pp | 28.81%-18.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,425 | $7,022-65.5% | $6,427-62.3% | $4,660-48.0% |
| Participant deferral / active EE | $8,393 | $9,806-14.4% | $9,131-8.1% | $6,688+25.5% |
| Admin fee / account holder | $34,543 | $16,364+111.1% | $13,901+148.5% | $13,397+157.8% |