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 | $212,927 | $209,411+1.7% | $178,490+19.3% | $158,922+34.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.01% | 188.75%-176.7pp | 151.07%-139.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,050 | $5,706-46.6% | $5,011-39.1% | $4,761-35.9% |
| Participant deferral / active EE | $4,893 | $5,954-17.8% | $5,202-5.9% | $5,982-18.2% |
| Admin fee / account holder | $1,633 | $17,074-90.4% | $13,984-88.3% | $11,246-85.5% |