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 | $207,968 | $175,202+18.7% | $149,673+38.9% | $139,434+49.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.26% | 166.71%-149.4pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,617 | $5,474-33.9% | $4,818-24.9% | $4,751-23.9% |
| Participant deferral / active EE | $8,386 | $6,519+28.6% | $5,680+47.6% | $6,710+25.0% |
| Admin fee / account holder | $1,182 | $16,150-92.7% | $13,210-91.1% | $11,403-89.6% |