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 9-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 | $207,008 | $201,272+2.8% | $184,203+12.4% | $145,922+41.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.11% | 29.00%-13.9pp | 28.81%-13.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $13,299 | $7,022+89.4% | $6,427+106.9% | $4,660+185.4% |
| Participant deferral / active EE | $14,056 | $9,806+43.3% | $9,131+53.9% | $6,688+110.2% |
| Admin fee / account holder | $10,852 | $16,364-33.7% | $13,901-21.9% | $13,397-19.0% |