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 | $180,712 | $175,202+3.1% | $149,673+20.7% | $139,434+29.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.40% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,969 | $5,474-45.8% | $4,818-38.4% | $4,751-37.5% |
| Participant deferral / active EE | $6,454 | $6,519-1.0% | $5,680+13.6% | $6,710-3.8% |
| Admin fee / account holder | $8,249 | $16,150-48.9% | $13,210-37.6% | $11,403-27.7% |