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 | $200,468 | $175,202+14.4% | $149,673+33.9% | $139,434+43.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.62% | 166.71%-146.1pp | 134.42%-113.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $3,093 | $5,474-43.5% | $4,818-35.8% | $4,751-34.9% |
| Participant deferral / active EE | $10,150 | $6,519+55.7% | $5,680+78.7% | $6,710+51.3% |
| Admin fee / account holder | $15,128 | $16,150-6.3% | $13,210+14.5% | $11,403+32.7% |