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 | $166,741 | $163,101+2.2% | $136,749+21.9% | $142,382+17.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.93% | 27.54%-15.6pp | 24.33%-12.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $9,654 | $4,117+134.5% | $3,400+184.0% | $4,299+124.6% |
| Participant deferral / active EE | $10,333 | $5,585+85.0% | $4,692+120.2% | $6,507+58.8% |
| Admin fee / account holder | $5,580 | $14,318-61.0% | $11,386-51.0% | $12,624-55.8% |