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 | $232,845 | $209,411+11.2% | $178,490+30.5% | $158,922+46.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.21% | 188.75%-174.5pp | 151.07%-136.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $9,243 | $5,706+62.0% | $5,011+84.5% | $4,761+94.1% |
| Participant deferral / active EE | $10,371 | $5,954+74.2% | $5,202+99.4% | $5,982+73.4% |
| Admin fee / account holder | $13,933 | $17,074-18.4% | $13,984-0.4% | $11,246+23.9% |