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 | $205,384 | $198,466+3.5% | $170,442+20.5% | $147,584+39.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.45% | 257.29%-246.8pp | 205.93%-195.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,906 | $6,184-53.0% | $5,433-46.5% | $4,876-40.4% |
| Participant deferral / active EE | $2,000 | $5,629-64.5% | $4,939-59.5% | $5,439-63.2% |
| Admin fee / account holder | $1,198 | $16,852-92.9% | $13,880-91.4% | $10,885-89.0% |