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 | $224,845 | $198,466+13.3% | $170,442+31.9% | $147,584+52.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.92% | 257.29%-243.4pp | 205.93%-192.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,047 | $6,184-50.7% | $5,433-43.9% | $4,876-37.5% |
| Participant deferral / active EE | $8,608 | $5,629+52.9% | $4,939+74.3% | $5,439+58.3% |
| Admin fee / account holder | $6,980 | $16,852-58.6% | $13,880-49.7% | $10,885-35.9% |