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 | $215,995 | $201,259+7.3% | $184,200+17.3% | $145,959+48.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.27% | 28.98%-16.7pp | 28.80%-16.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $6,889 | $7,018-1.8% | $6,424+7.2% | $4,661+47.8% |
| Participant deferral / active EE | $4,953 | $9,806-49.5% | $9,132-45.8% | $6,689-26.0% |
| Admin fee / account holder | $36,435 | $16,372+122.5% | $13,907+162.0% | $13,398+171.9% |