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 | $233,096 | $228,332+2.1% | $185,823+25.4% | $158,922+46.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.06% | 40.80%-27.7pp | 35.95%-22.9pp | 302.83%-289.8pp |
| Employer contribution / active EE | $13,237 | $4,967+166.5% | $4,087+223.9% | $4,761+178.0% |
| Participant deferral / active EE | $15,477 | $6,415+141.3% | $5,632+174.8% | $5,982+158.7% |
| Admin fee / account holder | $1,154 | $11,864-90.3% | $9,500-87.9% | $11,246-89.7% |