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 | $233,613 | $201,272+16.1% | $184,203+26.8% | $145,922+60.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.70% | 29.00%-2.3pp | 28.81%-2.1pp | 561.29%-534.6pp |
| Employer contribution / active EE | $7,491 | $7,022+6.7% | $6,427+16.6% | $4,660+60.8% |
| Participant deferral / active EE | $17,747 | $9,806+81.0% | $9,131+94.3% | $6,688+165.4% |
| Admin fee / account holder | $5,275 | $16,364-67.8% | $13,901-62.1% | $13,397-60.6% |