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 | $209,984 | $198,466+5.8% | $170,442+23.2% | $147,584+42.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.23% | 257.29%-244.1pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $8,464 | $6,184+36.9% | $5,433+55.8% | $4,876+73.6% |
| Participant deferral / active EE | $5,243 | $5,629-6.9% | $4,939+6.1% | $5,439-3.6% |
| Admin fee / account holder | $2,862 | $16,852-83.0% | $13,880-79.4% | $10,885-73.7% |