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 | $188,562 | $172,111+9.6% | $150,298+25.5% | $137,256+37.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.90% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,847 | $4,636-17.0% | $4,154-7.4% | $4,156-7.4% |
| Participant deferral / active EE | $9,260 | $6,166+50.2% | $5,453+69.8% | $6,407+44.5% |
| Admin fee / account holder | $46,590 | $16,471+182.9% | $14,116+230.1% | $12,270+279.7% |