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 | $242,738 | $201,272+20.6% | $184,203+31.8% | $145,922+66.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.73% | 29.00%-15.3pp | 28.81%-15.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $9,235 | $7,022+31.5% | $6,427+43.7% | $4,660+98.2% |
| Participant deferral / active EE | $10,435 | $9,806+6.4% | $9,131+14.3% | $6,688+56.0% |
| Admin fee / account holder | $9,027 | $16,364-44.8% | $13,901-35.1% | $13,397-32.6% |