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 | $233,270 | $209,336+11.4% | $197,124+18.3% | $137,256+70.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.65% | 48.09%-28.4pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $12,281 | $6,591+86.3% | $6,227+97.2% | $4,156+195.5% |
| Participant deferral / active EE | $16,228 | $9,614+68.8% | $9,135+77.7% | $6,407+153.3% |
| Admin fee / account holder | $5,399 | $17,308-68.8% | $16,298-66.9% | $12,270-56.0% |