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 | $202,689 | $201,272+0.7% | $184,203+10.0% | $145,922+38.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.67% | 29.00%-0.3pp | 28.81%-0.1pp | 561.29%-532.6pp |
| Employer contribution / active EE | $3,810 | $7,022-45.7% | $6,427-40.7% | $4,660-18.2% |
| Participant deferral / active EE | $7,519 | $9,806-23.3% | $9,131-17.7% | $6,688+12.4% |
| Admin fee / account holder | $3,307 | $16,364-79.8% | $13,901-76.2% | $13,397-75.3% |