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 | $215,538 | $209,336+3.0% | $197,124+9.3% | $137,256+57.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 38.61% | 48.09%-9.5pp | 44.34%-5.7pp | 220.34%-181.7pp |
| Employer contribution / active EE | $2,840 | $6,591-56.9% | $6,227-54.4% | $4,156-31.7% |
| Participant deferral / active EE | $14,672 | $9,614+52.6% | $9,135+60.6% | $6,407+129.0% |
| Admin fee / account holder | $395 | $17,308-97.7% | $16,298-97.6% | $12,270-96.8% |