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 | $188,783 | $183,519+2.9% | $155,509+21.4% | $145,922+29.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.86% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $9,510 | $5,313+79.0% | $4,672+103.5% | $4,660+104.1% |
| Participant deferral / active EE | $6,824 | $6,462+5.6% | $5,626+21.3% | $6,688+2.0% |
| Admin fee / account holder | $3,729 | $19,313-80.7% | $15,912-76.6% | $13,397-72.2% |