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 | $205,254 | $177,572+15.6% | $154,803+32.6% | $142,382+44.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.43% | 65.07%-53.6pp | 58.88%-47.5pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,373 | $4,810-29.9% | $4,305-21.6% | $4,299-21.5% |
| Participant deferral / active EE | $4,470 | $6,272-28.7% | $5,540-19.3% | $6,507-31.3% |
| Admin fee / account holder | $10,604 | $16,786-36.8% | $14,329-26.0% | $12,624-16.0% |