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 | $213,130 | $177,572+20.0% | $154,803+37.7% | $142,382+49.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.65% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $9,969 | $4,810+107.2% | $4,305+131.5% | $4,299+131.9% |
| Participant deferral / active EE | $9,509 | $6,272+51.6% | $5,540+71.6% | $6,507+46.1% |
| Admin fee / account holder | $31,162 | $16,786+85.6% | $14,329+117.5% | $12,624+146.9% |