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 | $213,090 | $197,591+7.8% | $177,821+19.8% | $158,922+34.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.57% | 58.76%-49.2pp | 48.32%-38.8pp | 302.83%-293.3pp |
| Employer contribution / active EE | $7,097 | $6,697+6.0% | $5,918+19.9% | $4,761+49.1% |
| Participant deferral / active EE | $15,630 | $8,405+86.0% | $7,714+102.6% | $5,982+161.3% |
| Admin fee / account holder | $8,237 | $15,399-46.5% | $12,427-33.7% | $11,246-26.8% |