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 | $213,779 | $177,572+20.4% | $154,803+38.1% | $142,382+50.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.05% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $14,148 | $4,810+194.1% | $4,305+228.6% | $4,299+229.1% |
| Participant deferral / active EE | $27,372 | $6,272+336.4% | $5,540+394.0% | $6,507+320.6% |
| Admin fee / account holder | $47,408 | $16,786+182.4% | $14,329+230.9% | $12,624+275.5% |