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 | $221,677 | $180,028+23.1% | $138,135+60.5% | $158,922+39.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 31.08% | 21.68%+9.4pp | 20.51%+10.6pp | 302.83%-271.7pp |
| Employer contribution / active EE | $6,622 | $7,470-11.3% | $5,587+18.5% | $4,761+39.1% |
| Participant deferral / active EE | $5,131 | $7,717-33.5% | $6,431-20.2% | $5,982-14.2% |
| Admin fee / account holder | $10,787 | $17,912-39.8% | $11,856-9.0% | $11,246-4.1% |