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 | $203,411 | $197,591+2.9% | $177,821+14.4% | $158,922+28.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.69% | 58.76%-37.1pp | 48.32%-26.6pp | 302.83%-281.1pp |
| Employer contribution / active EE | $4,307 | $6,697-35.7% | $5,918-27.2% | $4,761-9.5% |
| Participant deferral / active EE | $14,455 | $8,405+72.0% | $7,714+87.4% | $5,982+141.6% |
| Admin fee / account holder | $3,093 | $15,399-79.9% | $12,427-75.1% | $11,246-72.5% |