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 | $217,360 | $179,726+20.9% | $156,263+39.1% | $142,382+52.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.43% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $11,000 | $5,069+117.0% | $4,333+153.9% | $4,299+155.9% |
| Participant deferral / active EE | $16,002 | $6,956+130.0% | $6,158+159.8% | $6,507+145.9% |
| Admin fee / account holder | $1,789 | $17,272-89.6% | $14,255-87.5% | $12,624-85.8% |