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 | $219,973 | $197,591+11.3% | $177,821+23.7% | $158,922+38.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.60% | 58.76%-47.2pp | 48.32%-36.7pp | 302.83%-291.2pp |
| Employer contribution / active EE | $11,516 | $6,697+72.0% | $5,918+94.6% | $4,761+141.9% |
| Participant deferral / active EE | $10,472 | $8,405+24.6% | $7,714+35.7% | $5,982+75.0% |
| Admin fee / account holder | $2,054 | $15,399-86.7% | $12,427-83.5% | $11,246-81.7% |