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 | $188,291 | $201,272-6.4% | $184,203+2.2% | $145,922+29.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.68% | 29.00%-11.3pp | 28.81%-11.1pp | 561.29%-543.6pp |
| Employer contribution / active EE | $10,794 | $7,022+53.7% | $6,427+67.9% | $4,660+131.6% |
| Participant deferral / active EE | $14,307 | $9,806+45.9% | $9,131+56.7% | $6,688+113.9% |
| Admin fee / account holder | $49,262 | $16,364+201.0% | $13,901+254.4% | $13,397+267.7% |