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 | $238,549 | $209,411+13.9% | $178,490+33.6% | $158,922+50.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.62% | 188.75%-181.1pp | 151.07%-143.5pp | 302.83%-295.2pp |
| Employer contribution / active EE | $6,384 | $5,706+11.9% | $5,011+27.4% | $4,761+34.1% |
| Participant deferral / active EE | $8,037 | $5,954+35.0% | $5,202+54.5% | $5,982+34.3% |
| Admin fee / account holder | $5,451 | $17,074-68.1% | $13,984-61.0% | $11,246-51.5% |