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 | $210,266 | $209,411+0.4% | $178,490+17.8% | $158,922+32.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.83% | 188.75%-173.9pp | 151.07%-136.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,703 | $5,706-52.6% | $5,011-46.1% | $4,761-43.2% |
| Participant deferral / active EE | $10,178 | $5,954+70.9% | $5,202+95.7% | $5,982+70.1% |
| Admin fee / account holder | $1,966 | $17,074-88.5% | $13,984-85.9% | $11,246-82.5% |