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 | $178,762 | $172,111+3.9% | $150,298+18.9% | $137,256+30.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.70% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,315 | $4,636-50.1% | $4,154-44.3% | $4,156-44.3% |
| Participant deferral / active EE | $3,930 | $6,166-36.3% | $5,453-27.9% | $6,407-38.7% |
| Admin fee / account holder | $25,692 | $16,471+56.0% | $14,116+82.0% | $12,270+109.4% |